All news
9. November 2023
Market Commentary November 2023
Is the glass half empty or half full?
There is enough news to worry about financial markets and to see pitch black: War,…
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10. October 2023
Market Commentary October
Although inflation in the United States is falling steadily and, at 3.7% in August, came within sight of the inflation…
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12. September 2023
Market Commentary August 2023
Concerns about the economic situation in China and the resilience of the U.S. economy led to tensions in the bond and…
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11. August 2023
Market Commentary July 2023
Although still inverted, yield curves in Europe flattened slightly in July. In other words, shorter maturities corrected…
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10. July 2023
Market Commentary June 2023
Inverted yield curves, high inflation as well as purchasing managers' indices reported well below 50 in the…
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14. June 2023
Market Commentary May 2023
The debt discussion led to an agreement much faster than expected not only by us, but also by the world's largest…
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8. June 2023
The big picture: Feather Strokes
In times of crisis, people's need for protection increases, especially as the intervals between crises become ever…
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12. May 2023
Market Commentary April 2023
The day will come when Democrats and Republicans will no longer agree on the debt ceiling in the United States. Both…
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12. April 2023
Market Commentary March 2023
In early March, Silicon Valley Bank, a bank specializing in high-tech companies and start-ups, ran out of steam. Shortly…
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8. March 2023
Market Commentary February 2023
In the short term, it is still the expectation of future interest rate policy, inflation and unemployment rates that…
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9. February 2023
Market Commentary January 2023
Overall, contrary to expectations, global liquidity (M2) has increased over the last few months. Since the end of…
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26. January 2023
The big picture: Paradigm Shift
The world is returning to normal. TINA is once again a woman's name. The term FOMO finds its place in the books of…
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8. November 2022
Inflation Immunisation with Stocks - Is enhanced return generation possible?
Given our analysis at the stock level, we see that value stocks, in particular, have done very well. More-over, most of…
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19. April 2022
COVID-19
Die Krise kam für viele unerwartet und heftiger. Im Januar war Mr. Market noch der Ansicht, dass es sich bei CoV 2…
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9. March 2022
The big picture: Der Krieg in der Ukraine
Der Krieg in der Ukraine treibt die Rohstoffpreise durch die Decke. Eigentlich müssten Zentralbanken auf die steigende…
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