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Amidst rising tensions in the Middle East, gold seems to be living up to its reputation as a safe haven. Ironically, softer inflation data might also prove supportive
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
By: Björn Jesch
Our monthly market analysis and positioning
Chaos on Capitol Hill is likely to have surprisingly benign consequences for the dollar.
By: David Bianco
What interest rate will bring fiscal discipline to Washington?
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
Lessons from past episodes
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.
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.
All forecasts at a glance
