Friendly environment for stocks and bonds
November ended on a very positive note for the equity and bond markets. The "soft landing" scenario with a slightly weakening economy continues to be the prevailing narrative.
Further signs of a soft landing for the US economy
The equity and bond markets have continued their positive performance over the past two weeks. Market participants are assuming that the signs of a soft landing scenario for the US economy have intensified.
Are there any safe havens?
Due to many crises in the world, investors often tend to seek safe havens. Hence, Gold, the US-Dollar but also long-dated government bonds with high credit ratings are in demand.
Good mood on the capital markets
The presumed end of the cycle of interest rate hikes in the US put the capital markets in a good mood and marked the start of the year-end rally.
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
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