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    Aktuelle Ansichten

    China: potential growth – lower for longer

    China: potential growth – lower for longer

    14. Februar 2024

    We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.

    Asset returns post rate peaks

    Asset returns post rate peaks

    30. Januar 2024

    Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.

    Geopolitik meets Märkte

    Geopolitik meets Märkte

    11. Dezember 2023

    Geopolitik meets Märkte: Neues ökonomisches Koordinatensystem

    Weitere Inhalte

    The case for a higher neutral interest rate

    The case for a higher neutral interest rate

    06. November 2023

    In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.

    Yield-curve inversion – an unreliable recession signal?

    Yield-curve inversion – an unreliable recession signal?

    12. Oktober 2023

    Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.

    The rise of green protectionism

    The rise of green protectionism

    27. September 2023

    Green protectionism is reshaping the global economy and geopolitics.

    Asset allocation in focus

    Asset allocation in focus

    11. Juli 2023

    We discuss the influence of growth, inflation and real interest rates on asset allocation decisions.

    Wie man in den Wald hineinruft, so schallt es heraus

    Wie man in den Wald hineinruft, so schallt es heraus

    15. Juni 2023

    Das globale Finanzsystem ist wachsenden Risiken ausgesetzt.

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      Global Macro Research: Editorial Committee

      Global Macro Research: Editorial Committee

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