10 August 2022 Europe is much less attractive than the US Europe's energy supply is under severe pressure, and the 8.9% inflation rate in...
18 July 2022 Chart of the week: Negative surprises limit upside potential Negative surprises put a cap on the upside potential, especially for equities...
31 March 2022 Moral hazard After the stock market crash of 1987, measures were taken to prevent a new...
21 February 2022 On the way to a new recession? The difference between US 10-year and 2-year yields has fallen to around 45...
20 December 2021 Is a recession on the way? The yield curves on the global bond markets flattened dramatically during the...
25 July 2021 Amundi: A monetary policy mistake is now the biggest risk A monetary policy mistake is now a very big risk about which markets are not...
02 March 2020 Asset managers weigh coronavirus impact The coronavirus is causing 'a clear shock to the world economy', according to...
