The US economy has proven remarkably resilient since it displayed signs of deterioration last spring, and the pace of inflation …
Tag: inflation
ECB speech: investors shift their initial perception
Chart of the Week
On 2 February 2023, the European Central Bank (ECB) raised its key interest rates by 50 …
Market outlook – January 2023
Bond/currency markets: attractive yields
In the eurozone, the ECB speech on 15 December 2022 was more hawkish than expected, promising …
Economic outlook – January 2023
Developments in the US economy will have an impact not only in the US, but across the globe. While the …
US pension funds back in surplus
Chart of the Week
For the first time in more than a dozen years, U.S. pension funds have returned to …
2022 in review: value stocks outperform growth
Chart of the Week
2022 saw equity and bond markets fall in lockstep. The Euro Stoxx Net Return Index fell …