China and the U.S. move apart

By: Elke Speidel-Walz

A more complex relationship with a global impact

German Federal Election 2021

By: Martin Moryson

More open than ever – But what will markets make of it?

The return of inflation?

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?

Asia’s new trade bloc makes it even stronger

By: Elke Speidel-Walz

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though