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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
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: 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
We draw some broad lessons from Spain’s inconclusive elections on how to think about politics in Southern Europe since the 2008 global financial crisis.
Growth at any price?: Tech investors pay 1999 growth premiums again
By: Paul Kelly
Global Head of Alternatives | Paul Kelly
Nasdaq adjusting the weights of its index because the Big 7 have become too big. This is not only bad for investors, but also the free market.
Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.
