Exciting election – lame consequences?

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Economic Overview

Nov 29, 2021 Global

2022 – strong enough for monetary detox?

The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.

Global, Equities, Fixed Income, Macro
Sep 20, 2021 Politics

Markets are barely reacting to the sharp change in the German Federal election odds. Rightly so?

By: Martin Moryson

Macro, Politics
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

Macro, Politics
Aug 27, 2021 Globalization

China and the U.S. move apart

By: Elke Speidel-Walz

A more complex relationship with a global impact

Emerging Markets, Globalization, Politics, Macro, Technology
Aug 26, 2021 Politics

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

Politics, Europe, Macro
Mar 29, 2021 Inflation

The return of inflation?

By: Martin Moryson

Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?

Inflation, Macro, Demography, Central banks, Interest rates

Further articles

Jul 01, 2024 Elections

Exciting election – lame consequences?

In coming months, markets might get unnerved, temporarily overpricing political risks.
Jun 28, 2024 Macro

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time
Jun 24, 2024 CIO Special

Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand

Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
See all articles

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