Capital Markets - Ad Hoc

When will Interest Rates start weighing on the Stock Market?

Government bonds are currently in a tailspin. Meanwhile, yields on 30-year US Treasuries are trending at their highest level in nearly 20 years. But when will t...

Our Strategy Guide for the conflict in the Middle East

The Iran conflict is currently the key factor driving financial markets, with news from the Persian Gulf having a direct impact on oil prices. Our ad hoc public...

Escalation in the Middle East

In this ad-hoc update, we analyze the recent escalation in the Middle East and its potential implications for energy prices, equities, bonds, and the strategic...