Strategy
capm daily: Bond market focus: calm after the storm?! + Disillusionment on the stock market
Uwe Hohmann, Eugen Keller
capm dailyFixed Income & FX, Equities today
fi/fx strategy: Wie hoch können die Renditen noch klettern?
Eugen Keller, Sebastian Sachs
fi/fx strategyFixed Income & FX today
capm daily: Focus Markets: Risk Premiums Rising + Toyota expands e-fleet
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities yesterday
Bonds
credit daily: Weitere Spreads
Juliane Rack
credit dailyFixed Income & FX today
corporate bonds: Mehr Steuerabgaben für Banken
Juliane Rack
corporate bondsFixed Income & FX today
credit daily: Steigende Renditen, Spreads relativ resilient
Juliane Rack
credit dailyFixed Income & FX yesterday
Most read
credit daily: Steigende Renditen, Spreads relativ resilient
Juliane Rack
credit dailyFixed Income & FX yesterday
Wolftank-Adisa: Momentum should accelerate significantly in H2
Guido Hoymann
company noteEquitiesUtilities/Renewables yesterday
capm daily: Focus Markets: Risk Premiums Rising + Toyota expands e-fleet
Uwe Hohmann, Sebastian Sachs
capm dailyFixed Income & FX, Equities yesterday
Special topics
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
The relevance of hydrogen for achieving climate neutrality
Guido Hoymann
Metzler meets ScienceEquities Feb 24, 2021
capm view: Riding the Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
capm view: Reiten auf der Blue Wave
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Jan 14, 2021
Jahresausblick FI/FX 2021
Outlook (FI/FX )Fixed Income & FX, Equities Dec 03, 2020
Outlook: The central bank liquidity train is still pulling everyone along - next stop digital QE
Hendrik König
Outlook (equities)Fixed Income & FX, EquitiesBanks, Chemicals, ... Nov 30, 2020
Jahresausblick Credit 2021
Outlook (FI/FX )Fixed Income & FX, Equities Nov 26, 2020
capm view: Geld- und Fiskalpolitik dominieren alles
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm view: Monetary and fiscal policy dominate everything
Eugen Keller, Hendrik König, ...
capm viewFixed Income & FX, Equities Oct 22, 2020
capm special: US Election brawl: An election during a global pandemic
Hendrik König
capm specialFixed Income & FX, EquitiesConstruction, Industrial Technology, ... Oct 19, 2020