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For now, there are good reasons for the Bank of Japan to remain fairly relaxed about any potential wage-price spiral.
Investors began the year in quite a relaxed mood and there are some good reasons for that. But it would be premature to be too confident about the prospects for the year as a whole.
A giant leap into the Year of the Rabbit for China
Last year was unusual in market participants proving quite prescient in predicting U.S. interest rates. Paradoxically, that probably makes a repeat in 2023 less likely.
Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.
In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.
By: Francesco Curto, Johannes Müller, Murray Birt, Peter Doralt
By: Martin Moryson
Inequality – An Investors’ Perspective.
All forecasts at a glance
By: Francesco Curto, Jason Chen
The importance of interest rates and inflation on equity fair value
Our monthly market analysis and positioning
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
Implications on the global macroeconomy and financial markets.
By: Peter Warken, Angelina Kostyrina
Setting a new standard for the post 60/40 regime
