Metzler Research

capm daily: Fokus USA: Wirtschaft beweist Widerstandskraft + Lieferengpässe fast überall

capm daily: Focus on the economy: Weaker China, weaker USA? + Varta: Supplier under pressure after Apple event

fi/fx strategy: Konjunkturell stehen die Zeichen global auf Abschwung

capm daily: Focus Markets: Central banks dominate the scene + Car industry doing well so far despite headwinds

capm daily: Focus Markets: Calm Central Banks, Nervous Oil + Coba: Recovery in net interest income still seems a long way off

capm daily: Focus markets: ECB takes little toe off the gas + Brenntag still on the upswing

covered bonds/SSA: Mit Schwung aus der Sommerpause

capm daily: Focus on the economy: Stagflation - when will the market react? + Referendum in Berlin

capm daily: Focus on the global economy: USA on track to stagflation + Money, money, money