CIO Archive

Results: 272 Matches

Jul 12, 2024 Currencies

Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Central banks, Interest
Mar 08, 2024 Americas

When not to fuss over wage growth

Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.

Americas
Feb 10, 2023 Eurozone

When monetary policy gets complicated

Market participants appear to feel far more certain than the ECB itself that they already know what interest rates will be appropriate. We try to explain why.

Central banks, Americas, Interest
Jan 20, 2023 Central banks

When it makes sense (not) to “fight the Fed”

Last year was unusual in market participants proving quite prescient in predicting U.S. interest rates. Paradoxically, that probably makes a repeat in 2023 less likely.

Central banks, Americas, Interest
Apr 28, 2023 Interest

What U.S. interest rates are (and aren’t) telling us

According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.

Central banks, Americas, Macro
Sep 14, 2021 Macro

What could the parties' election programs mean for future fiscal policy?

By: Martin Moryson

Macro, Politics
Mar 27, 2024 CIO Special

Value vs. Growth

By: Björn Jesch

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Macro, Equities
Nov 17, 2023 Americas

Unloved U.S. banks

Compared to the overall market, the U.S. bank sector is bobbling around near its record lows. Rightly so, we say, because banks don’t offer much to please shareholders.

Americas
Nov 03, 2023 ESG

Unintended peak oil

The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.

ESG
Mar 20, 2023 CIO Flash

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Inflation, Macro, Fixed Income
Jan 22, 2020 Macro

U.S.-China trade deal: the easy step is done. 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?

Americas, Asia & Pacific, Macro
May 21, 2024 CIO Special

U.S. money market funds - a safe haven?

By: Björn Jesch

U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high

Macro, Equities
Sep 14, 2020 Elections

U.S. elections 2020: Everything will be obvious, once you know the answers

By: Johannes Müller, Peter Doralt

The upcoming U.S. elections could be remembered as the most important since 1980.

Politics, Americas, Elections, Macro
Sep 17, 2024 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Time has come to engineer that soft landing.

Macro
May 08, 2024 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Why the Fed will cut rates – sooner or maybe later.

Macro
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