12 Feb 2024 | Capital Markets - Monitor

The earnings of US mega caps are rising, but so are their valuations

29 Jan 2024 | Capital Markets - Monitor

US economy surprises positively. Inflation more persistent after all?

15 Jan 2024 | Capital Markets - Monitor

Are the looser financial conditions preventing quick interest rate cuts?

The bi-weekly Monitor gives you a structured overview of the current capital market environment and highlights important developments.

03 Jan 2024 | Capital Markets - Monitor

2023 vs. 2022: mean-reversion dominates the picture, except for gold

18 Dec 2023 | Capital Markets - Monitor

Latest rate move pulverises rise in yields since the beginning of the year

04 Dec 2023 | Capital Markets - Monitor

Historic: DAX with third-highest November return since 1959

20 Nov 2023 | Capital Markets - Monitor

Equity markets cannot celebrate economic disappointments forever

06 Nov 2023 | Capital Markets - Monitor

Shift in narrative in markets

23 Oct 2023 | Capital Markets - Monitor

Only commodities price geopolitical tensions

09 Oct 2023 | Capital Markets - Monitor

Attractiveness of US equities has declined compared to bonds