10 themes for the year ahead
By: Christian Scherrmann
Slowing down the U.S. Economy
Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.
According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.
The upcoming Earth Day on April 22nd highlights how new instruments to protect the environment may also boost Europe’s industrial competitiveness.
By: Björn Jesch
Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not