No more tailwind from money supply

For a year now, equity markets have been running ahead of the money supply. You can look at it one way or another, but stocks have one less stimulus to benefit from.

Change in styles to calm nerves

Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

German public investments too low

Debt brake is increasingly being called into question

U.S. Economic Outlook

By: Christian Scherrmann

Why the Fed will cut rates – sooner or maybe later.

How far ahead of the Fed will the ECB be?

Lower inflation gives Europe’s monetary authorities room to cut