Capital Markets - Monitor

"Gridlock" in US policy ahead – often positive for equity markets

In our biweekly publication ‘Monitor' provides you with a structured overview of current capital market developments.

Short-term, bear market rally more likely than sustained recovery

In our biweekly publication ‘Monitor' provides you with a structured overview of current capital market developments.

Supply shortage should support oil price

US central bank surprises hawkishly and puts markets under pressure

Better prospects for multi-asset portfolios

Back and forth in the bond market amid uncertain monetary policy

At the start of a bull market or a bull trap?

Switch of favourites due to expected "Fed pivot" with rate cuts in 2023

Earnings expectations likely to come under pressure