China accounts for just under 16% of world gross domestic product, making it the second largest economy in the world. Can this success story be continued – what speaks for and what against it?
The trade war between China and the USA reaches a new stage. With the announcement by US President Trump threatening to raise the penalty for Chinese imports to 25 percent, the fronts seem hardened. Will there be an early resolution of the trade dispute and what does a further escalation mean for the global economy?
The majority of economic indicators point to a slowdown in global real economic growth.
How will this dichotomy between the market and the economic environment be resolved and will there be a stabilization?
Risky asset classes such as equities have recorded price increases at the beginning of the year. The core question for the investor is: Is this recovery after the sharp decline in Q4 sustainable or not?
After the British House of Commons rejected the Brexit vote: How will things develop and what are the 4 scenarios for the British pound?
Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
The financial markets have been on the rocks in 2018. Read here why you should still keep a cautiously optimistic stance.
This blog entry will discuss three scenarios for the coming quarters and the coming year.
After several “mini-shocks” throughout the year such as inflationary fears in the USA and a temporary crisis of trust in connection with Italian government bonds, quite a bit of uncertainty has already been priced into the market. Will the current phase, which is characterised by rising share and bond prices and that comes with credit risk be only a short-lived one? Or have the markets generally entered calmer waters?