Search by keywords
Publishing Dates
Filters
Topic
By: Darwei Kung
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.
The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.
In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.
In February stocks and bonds dived from their record heights. The global spread of the coronavirus seems to be dictating the responses of central banks, economies and markets.
After a turbulent start to the year, investors may be asking themselves whether to buy into the weakness or hedge their positions further? Or do both?
By: Peter Doralt
We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.
Finally a phase-one deal – and now?
By: Elke Speidel-Walz
U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?
There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.
The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.
