News
Mysterious Gold
The price of gold has risen sharply in recent months. It remains unclear: why exactly? Numerous arguments are cited, from the exchange rate of the dollar to interest rates, speculation, and central bank purchases. Yet none can truly convince. “Gold
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Weakening US economic data - Cyclical recovery in Europe
Weakening US economic and labor market data and a less hawkish-sounding US Federal Reserve gave market participants renewed hope of interest rate cuts. Together with solid quarterly figures from major US tech companies, this led to rising stock
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The long road to perfect AI
Artificial intelligence is increasingly penetrating all areas of life and the economy. However, not everything labelled as AI actually contains AI. On closer inspection, some applications are just well-programmed apps with powerful servers in the
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Global Economic Trends: Rising Bond Yields and Inflation Dynamics in the USA
Strong economic data and strong inflation figures from the USA led to rising government bond yields and falling stock markets. There are also signs of an improvement in the economic outlook in Europe, driven by the industrial sector and the start of
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Is the ECB growing up?
The US economy remains strong, inflation high. This is dampening hopes of rapidly falling interest rates in the United States, with the European Central Bank possibly making its first interest rate move before the Fed. “The risk of price setbacks is
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Stocks take a breather - rising trend in yields
After the unstoppable rises of the previous weeks, the stock markets took a breather, while yields on the government bond markets continued to trend slightly upwards. The further brightening of the global economic climate is likely to have
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China: stabilizing at last?
For years, China served as a global growth engine. But then came the Covid pandemic, strict lockdowns and a real estate crisis. In 2023, the country was still unable to contribute anything to global growth. Since then, however, the wind has changed.
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German economy gains hope
Over the past two weeks, central bank meetings have been on the agenda and surprising decisions have been made. Meanwhile, the stock markets continued their record-breaking run, led by the Magnificent 7, while the prospect of interest rate cuts
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USA: fiscal stimulus to combat the recession
It is now clear that Donald Trump will be the Republican candidate in the US presidential election. If Trump wins, he could try to support the domestic economy by further increasing US debt. “On the one hand, this would be favorable for the US
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