10 Jul 2020
Learning to live with the virus. Economic and political outlook for 2H 2020
Three major assumptions
• No second wave of disruptive and widespread lockdowns, targeted and regional measures suffice to contain outbreaks
• Monetary, fiscal...
15 Sep 2026
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...
24 Jul 2026
Reforms in Japan - Risks for the Rest of the World
Within Focus we comment on extraordinary market events and analyse capital markets related special topics.
