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When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.
By: David Bianco
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
By: Björn Jesch
The economy of Europe's recent worst performer could catch up with the rest this year and support equities along the way.
Election outcome expected to reflect broader trends and changes
U.S. money market funds (MMFs) have experienced massive inflows since the end of 2022. At just above USD 6 trillion, they currently stand at an all-time high
Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.
Surging AI capex: Macro implications of its size and return on investment?
Debt brake is increasingly being called into question
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.
Lower inflation gives Europe’s monetary authorities room to cut
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
