Are the industry and the Dax going their separate ways?

The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.

Are inflation expectations getting out of hand?

German inflation expectations now exceed those seen in the U.S. We explain why this seemingly alarming finding is fairly meaningless for European monetary policies.

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China and India Focus on Fiscal Discipline

APAC CIO View

By: Ivy-sw Ng, Tommy Law

Same Consumption Downgrade, Divergent Paths Ahead for China and Japan

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China’s Journey to Expand EV Exports

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

APAC CIO View

The Chinese economy is on track for stronger growth in 2023

APAC CIO View

A giant leap into the Year of the Rabbit for China

An early roadmap to U.S. politics in 2020 and beyond

By: Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

Americas CIO View

By: David Bianco

Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters

Americas CIO View

By: David Bianco

U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?

Americas CIO View

By: David Bianco

The AI speed train accelerates: Look far ahead, watch your speed

Americas CIO View

By: David Bianco

Summer portfolio: Strong sun with fading liquidity, apply sunscreen

Americas CIO View

By: David Bianco

Surging AI capex: Macro implications of its size and return on investment?

Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter