Mixed feelings on the markets and the chance for a recovery rally
The markets are currently sending signals that are more divergent than ever. Risk assets like cryptos are either rising sharply or falling like equities. On the other hand, gold is functioning as a safe haven, while long-dated bonds are falling.
Middle East conflict again fuels inflation concerns
While developments in the Middle East dominated the news and fears of a political firestorm across the region grew, little market-relevant news came from the economic front.
ELTIFs: Volume rises to more than 16 billion euros
European Long-Term Investment Funds, or ELTIFs for short, are among the most important innovations in the financial industry. Private markets have long been closed off by high financial and regulatory
Strong US labour market data prove recession prophets wrong
Together with the upward revision of July and August data, the US labor market continues to show great stability. Without fears of job losses, spending among US consumers is likely to remain high.
Falling leaves, rising prices
Investors are faced with the question of whether they should increase their holdings against the trend to benefit from a price recovery. After all, traditionally good stock market performance awaits in the final
Interest rate decision by the "hawk" characterised as "dovish rate hike".
While the pause in the rate hike cycle announced by the central bank in the U.S. last week had been expected, the ECB's decision was on a knife edge.
Many Risks and a silent Winner
For some time now, the economy has been sending warning signals to stock investors. Europe is increasingly sliding towards a recession. The German economy, in particular, faces significant risks. In contrast, the growth in the USA has remained strong,
Economic Downturns and Interest Rate Peaks
The economy is showing increasing signs of weakness. Some countries are already in a technical recession, and others will follow. The Purchasing Managers’ Index not only reflects the poor sentiment in the manufacturing sector but is also trending
Stock surge defies economic clouds on the horizon
In line with the motto "Bad news is good news," global stock markets developed positively over the past two weeks. In particular, a weaker than expected US labor market report with a significant jump in the unemployment rate to 3.8 percent showed that
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