Search by keywords
Publishing Dates
Filters
Articles
No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.
The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.
By: Ivy-sw Ng, Tommy Law
China’s Journey to Expand EV Exports
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
In coming months, markets might get unnerved, temporarily overpricing political risks.
By: David Bianco
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
Recession looks likely to be avoided this time
By: Björn Jesch
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.
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
All forecasts at a glance
The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.
By: Ivy-sw Ng
The Chinese Property Market in Flux
The AI speed train accelerates: Look far ahead, watch your speed
Increasing consumption in modern consumer society poses an ever-growing global challenge.
When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
