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All forecasts at a glance
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.
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
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.
By: Björn Jesch
Our monthly market analysis and positioning
By: David Bianco
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
Amidst rising tensions in the Middle East, gold seems to be living up to its reputation as a safe haven. Ironically, softer inflation data might also prove supportive
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
Chaos on Capitol Hill is likely to have surprisingly benign consequences for the dollar.
What interest rate will bring fiscal discipline to Washington?
Compared to bonds, U.S. equities are as overvalued as they were in 2003 and 2009. Back then, both asset classes were cheap. Hard to argue that this is the case again today.
Lessons from past episodes
Debates about a “soft landing” versus a U.S. recession rather miss some of the harder questions investors should really be concerned about.
