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Jeffrey Snider
Eurodollar University, 10 December 2022
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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Was läuft derzeit schief bei der Energiewende?

Beim Thema Energiewende verfolgt Deutschland einen festen Plan: Abkehr von fossilen Brennstoffen und Verzicht auf Atomenergie – gleichzeitig massiver Aufbau der Elektromobilität. An den globalen Rohstoffmärkten wird diese Vision derzeit aber nicht geteilt.

FERI Cognitive Finance Institute, 15.03.2024

US CPI and the Rate Cut Debate

Stocks already showed they don’t need rate cuts.

Fisher Investments Editorial Staff
Fisher Investments, March 12, 2024

Ursachen der Volatilität des Frankens gegenüber Euro und Dollar seit 2017

Prof. Peter Kugler
Universität Basel, Wirtschaftswissenschaftliche Fakultät, WWZ Faculty Blog, 28 February 2024

The Journey to QN

We have written many times on QE (Quantitative Easing) and QT (Quantitative Tightening); however, we have never talked about QN. QN is the ultimate goal for central banks – but what exactly is it?

Richard Woolnough, Carlo Putti
M&G Investments,  Bond Vigilantes, 12 June 2024

Cracks in the armour of the resilient consumer

Consumption spending accounts for approximately two-thirds of the US economy. It is vital that we understand the dynamics of the consumer because if the consumer falters, so does the US economy, which has far-reaching consequence

Robert Burrows
M&G Investments,  Bond Vigilantes, 22 May 2024

Let’s get real (about interest rates)

Higher real rates in the coming years might favor value stocks

Sebastien Page, Head of Global Multi-Asset and CIO
T. Rowe Price,  May 2024
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

“I like to have around me people who find ways to do things, not tell me why they can’t be done.“

Olive Ann Beech (1903 - 1993)
Co-founder, President, and Chairwoman of the Board, the Beech Aircraft Company ("Beechcraft")

Some people think of the glass as half full, some people think of the glass as half empty, I think of the glass as too big!"

George Carlin
The Tonight Show Starring Johnny Carson, George Carlin makes his 105th and final appearance, May 13, 1992

Everyone has a plan until they get punched in the face."

Mike Tyson
... being asked if he was worried about his opponent's fight plan, 1987