U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Chinese electric cars are in the fast lane

The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.

The ECB seems increasingly confident

There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.

China dominates the expansion of solar capacity

Growing supply led to significantly falling prices for solar modules

No more tailwind from money supply

For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.

Change in styles to calm nerves

Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification