Americas CIO View

By: David Bianco

New S&P 500 target of 5300: A.I. lives and it needs food and shelter

Americas CIO View

By: David Bianco

The end of macro?: Some companies are so big they are the macro

Americas CIO View

By: David Bianco

Equity wealth and inflation: What would Milton Friedman say?

Americas CIO View

By: David Bianco

2024 Outlook: Long live this faint cycle or bumps toward a new one?

Americas CIO View

By: David Bianco

Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds

Americas CIO View

By: David Bianco

What interest rate will bring fiscal discipline to Washington?

Americas CIO View

By: David Bianco

Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold

Americas CIO View

By: David Bianco

Exploring other schools of thought: All schools out for summer?

Americas CIO View

By: David Bianco

Growth at any price?: Tech investors pay 1999 growth premiums again

Americas CIO View

By: David Bianco

Capex: A corporate confidence signal

AI: boom, bust or sustainable earnings bump?

Artificial Intelligence could bring big productivity boosts across industries. Being able to reliably identify long-term winners and losers is a different matter altogether.

AI must fix it

By: Björn Jesch

No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.

Aging societies – the end of “Japanification”

“Japanification” = shorthand for countries with persisting low inflation and yields, but the comparisons fall short

After the pandemic savings glut

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.

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.