Market ViewsMarket ViewsPodcasts & VideosPodcasts & Videos
May 30, 2023
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
Lesen Sie weiterMay 29, 2023
US debt ceiling – Deal in reachOver the weekend, Republican leadership found an agreement in principle with the Democratic administration...
Lesen Sie weiterMay 22, 2023
China – Weaker data, weaker currencyChina’s data is slowing, as weaker PMIs, credit data and inflation disappoint the reopening narrative...
Lesen Sie weiterMay 15, 2023
US debt ceiling – Showtime.The deadline for an agreement on the US debt ceiling approaches, with Republicans and Democrats in...
Lesen Sie weiterMay 8, 2023
US Regional Banks – More volatilityUS regional banks remain under pressure. Post First Republic resolution, other (smaller) names in the...
Lesen Sie weiterMay 2, 2023
First Republic – A solution, at lastOver the weekend, JP Morgan won an auction, coordinated by the FDIC, to take...
Lesen Sie weiterApril 24, 2023
Macro data – Mixed signalsEconomic data in April continue to give mixed signals, with manufacturing cooling quickly in US and...
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April 17, 2023
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
Lesen Sie weiterUS – One and DoneThe Fed is likely to hike one last time in May, and then go on hold...
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April 13, 2023
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
Lesen Sie weiterApril 11, 2023
US Data – Loosening up.Last week’s US data painted an increasingly dovish picture. The manufacturing and service ISM surveys fell...
Lesen Sie weiterApril 3, 2023
Euro inflation – Base effects kicking in but core still higherEurozone headline inflation fell to 6.9% YoY from 8.5% last...
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