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Short-term we see only a small chance of a sustainable countermove
No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.
The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.
By: Björn Jesch
Our monthly market analysis and positioning
By: Ivy-sw Ng, Tommy Law
China’s Journey to Expand EV Exports
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
In coming months, markets might get unnerved, temporarily overpricing political risks.
By: David Bianco
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
Recession looks likely to be avoided this time
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
All forecasts at a glance
The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.
By: Ivy-sw Ng
The Chinese Property Market in Flux
The AI speed train accelerates: Look far ahead, watch your speed
Increasing consumption in modern consumer society poses an ever-growing global challenge.
