Research Ahead
Big Picture Economic Outlook, Asset Allocation & Rates Strategy
Thursday, November 12, 2015
Moderate global growth but ongoing European & US upswing
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Please find below a short summary of some structural themes and the building blocks for my medium term/2016 outlook: 1.) Trend growth rate...
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Friday, October 2, 2015
The Third Wave: Debt-deflation spiral reaches the corporate sector
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Already two years ago I warned about the bursting of the Emerging Markets bubble (see for example Developed markets growth improvementvs. ...
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Tuesday, June 2, 2015
Phase II of the global bond bear market has started
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Following the sharp rise in yields between mid-April to mid-May, 10y Bund yields have fallen moderately back to around 50bp. This movement...
Thursday, April 30, 2015
Is this the end of the Bund bull market?
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Fundamentally, Bund yields have fallen too low and should move higher over the remainder of this year. The move lower in recent weeks h...
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