December 10, 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
Lesen Sie weiterDecember 6, 2021
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
Lesen Sie weiterNovember 29, 2021
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
Lesen Sie weiterNovember 22, 2021
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
Lesen Sie weiterNovember 19, 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
Lesen Sie weiterNovember 16, 2021
As the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
Lesen Sie weiterNovember 15, 2021
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
Lesen Sie weiterNovember 8, 2021
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
Lesen Sie weiterNovember 5, 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
Lesen Sie weiterNovember 1, 2021
ECB – Behind the curve.At the October meeting, the ECB looked way behind the curve. While the statement was uneventful,...
Lesen Sie weiterOctober 25, 2021
UK – stagflation getting realSeptember UK inflation remained elevated, with the print delivering a 0.3% monthly increase and 3.1% annual...
Lesen Sie weiterOctober 18, 2021
US inflation – less and less transitoryUS inflation data for September remain strong. Headline inflation stays at 5.4% yoy, the...
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