Higher for longer - already over again or just on hold?
US equities have lost relative attractiveness
In our biweekly publication ‘Monitor' provides you with a structured overview of current capital market developments.
Fundamentally, the air is getting thinner for US equities
The DAX showed itself from its best side in January
Strongly inverted US yield curve suggests steepening soon
Pessimism dominated the markets like never before in 2022
More favourable base for 2023 for multi-asset investors than last year
Gold breaks out - in US dollars, but not in euros
EUR/USD rate back above parity, but not yet a turning point
"Gridlock" in US policy ahead – often positive for equity markets
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