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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.
By: David Bianco
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.
By: Björn Jesch
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
Last week's figures for the American job market covering non-farm payrolls were not a disaster, but they clearly point to a slowdown.
Our monthly market analysis and positioning
China is experiencing a crisis of confidence, increasing the danger of all-out crisis. But our core scenario remains relatively positive as we also see important structural strengths.
The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.
News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.
Exploring other schools of thought: All schools out for summer?
Lessons from the Brexit and other attempts at forecasting the perfect entry and exit points in stock markets
