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By: Michael Lewis, Lukas Ahnert
Climate benchmarks and their personalities
All forecasts at a glance
Last week's figures for the American job market covering non-farm payrolls were not a disaster, but they clearly point to a slowdown.
By: Björn Jesch
Our monthly market analysis and positioning
China is experiencing a crisis of confidence, increasing the danger of all-out crisis. But our core scenario remains relatively positive as we also see important structural strengths.
The extraordinary savings of the Covid period are depleted now, except among the wealthy – who aren’t quick to spend. So, the economy gets no savings boost this year.
Officially published economic figures are regularly criticized, especially when it comes to China. Taking a look at corporate profits shows why.
News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.
By: Jason Chen, Dirk Schlüter
Fixed income returns in inverted yield curve environments
By: David Bianco
Exploring other schools of thought: All schools out for summer?
Lessons from the Brexit and other attempts at forecasting the perfect entry and exit points in stock markets
Artificial Intelligence could bring big productivity boosts across industries. Being able to reliably identify long-term winners and losers is a different matter altogether.
From both a market and a political perspective, the “news” that Fitch now rates United States' long-term ratings as 'AA+' contained no new information and is likely to have very little direct market impact.
By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen
