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The eighth topic in the series analyzes efforts to break the dollar's global dominance.
By: Francis (Frank) J. Kelly
Preparing for the 2nd Trump Presidency, Peru hosts the APEC Summit and Brazil hosts the G20 Leaders while a muted COP29 begins, and markets wait for a slew of major economic reports.
Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.
Trump trade of recent weeks looks set to continue
By: Björn Jesch
Our monthly market analysis and positioning
The elections are finally here, and Washington is bracing for what the elections could bring. Frank Kelly discusses what to watch.
Supply Chain Diversification: Future Opportunities in ASEAN Market
In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.
Markets have recently been gripped by election fever. To identify potential opportunities, it's useful to examine the one major election this year that largely flew under investors' radar.
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
What to expect, as we head into the homestretch of another U.S. electoral nailbiter
We enter the final week of the U.S. election campaign season, Gaza peace negotiators try again to broker a cease-fire, and a big U.S. economic data week.
The preconditions for a significant rise in prices are analyzed in the sixth issue of this series.
This will be an extremely busy and particularly important week, both geopolitically and for global markets.
China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.
Last days to price best of all possibilities: Tough decisions after the elections
