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By: Björn Jesch
Lessons from past episodes
By: Peter Warken, Angelina Kostyrina, Timo Schanz, Jason Chen
The 2023 Update
Debates about a “soft landing” versus a U.S. recession rather miss some of the harder questions investors should really be concerned about.
By: Christian Scherrmann
Soft landing or soft recession?
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.
By: David Bianco
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.
Yields not seen in 15 years, central banks almost done with hiking and tepid growth expected ahead – a lot speaks for bonds these days. And if you fear inflation, equities might be worth a look.
By: Michael Lewis, Lukas Ahnert
Climate benchmarks and their personalities
All forecasts at a glance
Last week's figures for the American job market covering non-farm payrolls were not a disaster, but they clearly point to a slowdown.
Our monthly market analysis and positioning
China is experiencing a crisis of confidence, increasing the danger of all-out crisis. But our core scenario remains relatively positive as we also see important structural strengths.
The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.
