By: Björn Jesch
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.
By: Thomas Sweeney
The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.
By: Johannes Müller
The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.