Strategy
capm daily: Focus on bond markets: Nervous US market + Japan's exports remain strong
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities today
capm daily: Focus on the financial markets: Pit stops in the rate cuts race + No decline in the global economy expected
Uwe Hohmann, Stoyan Toshev
capm dailyFixed Income & FX, Equities yesterday
capm daily: Focus on the financial markets: Risk off in extra time + China's GDP grows more strongly than expected
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities Apr 17, 2024
Bonds
credit daily: Wieder ein Risk-Off Freitag?
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX today
corporate bonds: Die Sünden der Verbraucher - Luxus & Tabak
Juliane Rack, Stoyan Toshev
corporate bondsFixed Income & FX yesterday
credit daily: Kommt die europäische Einlagensicherung?
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX yesterday
Most read
credit daily: Kommt die europäische Einlagensicherung?
Juliane Rack, Stoyan Toshev
credit dailyFixed Income & FX yesterday
equity special: Time for a reassessment of the mid- and small-cap segment
Uwe Hohmann
equity specialEquitiesChemicals, Consumer Goods, ... yesterday
corporate bonds: Die Sünden der Verbraucher - Luxus & Tabak
Juliane Rack, Stoyan Toshev
corporate bondsFixed Income & FX yesterday
Special topics
Jahresausblick Rates & Credit 2024
Outlook (FI/FX )Fixed Income & FX, Equities Nov 23, 2023
Outlook: Outlook 2024
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ... Nov 22, 2023
Jahresausblick FI/FX 2023
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
Outlook: Headwinds to weaken in the course of 2023
Uwe Hohmann
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 30, 2022
Credit-Ausblick 2023 - Von Krise zu Krise - Hoffnungsschimmer am Horizont?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 30, 2022
Jahresausblick FI/FX 2022
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
Outlook: The Wizard of OZ(QE) is between a rock and a hard place
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Nov 25, 2021
Credit-Ausblick 2022 – (kein) Ende der lockeren Geldpolitik?
Outlook (FI/FX )Fixed Income & FX, Equities Nov 25, 2021
capm special: Bundestag election - The Merkel era is coming to an end
Hendrik König
capm specialFixed Income & FX, EquitiesAutomobile Suppliers, Banks, ... Jul 08, 2021
Green Hydrogen for Transport, Heat and Industry
Guido Hoymann
Metzler meets ScienceEquities Jun 09, 2021