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By: Francis (Frank) J. Kelly
As tensions and military action in Yemen and the South Sea continue to escalate, U.S. Secretary of State Antony Blinken returns to the region.
By: Björn Jesch
Our monthly market analysis and positioning
Amidst the excitement in markets about the strong growth performance of the U.S. economy, some nuance seems in order.
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.
By: Christian Scherrmann
Next stop lower rates? Not so fast, hopefully!
Recent shocks show that the Euro area is a very heterogenous collection of still largely national economies. Progress is underway, but inflation has not been defeated yet.
The most significant event for markets globally in the coming week is without a doubt Taiwan's presidential elections on January 13.
By: Björn Jesch, Thomas Schuessler, Steve Kurz, Chris Rhine
An interview with four senior leaders from DWS and Galaxy.
Drivers for German growth are likely to remain scarce in 2024. The notoriously stingy German consumer might help out.
Look beyond partisan finger pointing. When it comes to U.S. fiscal policy, policymakers are already starting to adjust to the swiftest rate hiking cycle in living memory.
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger
Whitepaper #1: Catching-up to climate
