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By: Björn Jesch
We do not expect a bad investment year. But the all-important development of interest rates and inflation could continue to cause surprises.
Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.
The Chinese economy is on track for stronger growth in 2023
By: Christian Scherrmann
Labor market tightness and its implications for monetary policy
Never since the 1940s have so many U.S. job openings coincided with so few job seekers. This help explain why the Fed is likely to continue its hawkishly cautious stance.
Monetary aggregates can help increase accuracy in inflation forecasts. It is nice to see such ideas finally catching on again, but don’t get carried away either.
By: David Bianco
Manufacturing & Digital recession = S&P 500 profit recession, but not for jobs
The start of the war a year ago caused markets to plummet, as did expectations. Recently, these were mostly exceeded in Europe. How long can the markets thrive on this?
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.
Our monthly market analysis and positioning
For now, there are good reasons for the Bank of Japan to remain fairly relaxed about any potential wage-price spiral.
Super profits of 2021-2022: New norms or exceptional circumstances?
Investors began the year in quite a relaxed mood and there are some good reasons for that. But it would be premature to be too confident about the prospects for the year as a whole.
A long year ahead and opportunity cash now pays interest: Be patient!
A giant leap into the Year of the Rabbit for China
