While some aspects of the new US administration’s program could boost investor optimism, others are likely to have a negative …
Tag: inflation
Freight: an inflationary risk is reappearing
Chart of the Week
The latest news about inflation in the United States indicates that things are moving in the …
Economic outlook – September 2023
The US economy has proven remarkably resilient since it displayed signs of deterioration last spring, and the pace of inflation …
ECB speech: investors shift their initial perception
Chart of the Week
On 2 February 2023, the European Central Bank (ECB) raised its key interest rates by 50 …
Market outlook – January 2023
Bond/currency markets: attractive yields
In the eurozone, the ECB speech on 15 December 2022 was more hawkish than expected, promising …
Economic outlook – January 2023
Developments in the US economy will have an impact not only in the US, but across the globe. While the …