US inflation causes interest rate cut expectations to fall, bond yields to rise
Low index volatility, strong rotations below the surface
The bi-weekly Monitor gives you a structured overview of the current capital market environment and highlights important developments.
Europe shines even without glitter
Gold at all-time high without a clear trigger and despite ETF outflows
First positive economic surprises in the eurozone since May 2023
The earnings of US mega caps are rising, but so are their valuations
US economy surprises positively. Inflation more persistent after all?
Are the looser financial conditions preventing quick interest rate cuts?
2023 vs. 2022: mean-reversion dominates the picture, except for gold
Latest rate move pulverises rise in yields since the beginning of the year
