30 November 2022 ‘There won’t be a recession in Europe,’ says DWS The most predicted recession ever is not coming at all. At least, not in Europe...
07 November 2022 ‘Europe should not count on a traditional recovery’ Europe should not count on a traditional economic recovery. Due to second-round...
07 November 2022 Graph of the week: Inverted yield curve? Don't panic As might be expected, the US 10-year - 3-month yield curve has also turned...
28 October 2022 Is the German economic model faltering? Despite ominous forecasts, the German stock market is also participating...
24 October 2022 ‘Climate, not inflation, is today’s biggest challenge’ The future has never been more uncertain, and that has more to do with the...
24 October 2022 Chart of the week: inflation drives profits down Corporate profits will not fall even if economic growth declines, because of...
20 October 2022 The effect of inflation on corporate earnings The big difference between bonds and equities is that cash flows in bonds are...
19 October 2022 Private loan investors need to navigate rising risk The private loan market is being revalued. Risks are becoming more expensive and...
17 October 2022 Pimco: ‘Equity valuations look unreliable’ Equity markets are still overvalued despite the deep declines we have seen this...
17 October 2022 Chart of the Week: What’s in store for bonds The ISM Manufacturing Index is not only an important indicator of future growth...
