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By: Christian Scherrmann
Slowing down the U.S. Economy
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
Transmission of monetary tightening into financial conditions and demand destruction
By: David Bianco
Surviving tribulations of beta management: Be patient and busy elsewhere
The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.
By: Björn Jesch
Our monthly market analysis and positioning
Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.
The first quarter of 2023 will likely go down in history as the time when the world became aware that the “cognitive” abilities of information machines hit a tipping point.
According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.
Companies are preparing for a recession: How about you?
The upcoming Earth Day on April 22nd highlights how new instruments to protect the environment may also boost Europe’s industrial competitiveness.
By: Maria Milina, Murray Birt, Michael Lewis
A financing solution for SMEs to participate in the transition
Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not
“Japanification” = shorthand for countries with persisting low inflation and yields, but the comparisons fall short
Europe is embracing digitalization and renewable energy – This will require substantial investments
