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We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.
By: Darwei Kung
Oil will likely grind higher
By: Johannes Müller, Peter Doralt
The upcoming U.S. elections could be remembered as the most important since 1980.
Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.
Gold is keeping us excited
In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.
No recovery yet
By: Johannes Müller
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.
Optimism overdone
By: Martin Moryson
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.
Post the oil-price inflection
In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.
By: Thomas Sweeney
The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.
