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By: Christian Scherrmann
Slowing down the U.S. Economy
Labor market tightness and its implications for monetary policy
Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.
Recession looks likely to be avoided this time
Trump trade of recent weeks looks set to continue
Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.
Trade conflicts are likely to prove a defining feature of the next Trump presidency
Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.
By: Björn Jesch
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
By: Martin Moryson
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
There are good reasons European monetary policymakers appear increasingly confident of reaching their inflation target of 2% again in the not-too-distant future.
Will Silicon Valley Bank’s insolvency spill over into broader markets?
