Metzler Research

capm daily: Focus on the economy: High optimism + Trillion Dollar Man

Helma: On the right track

capm daily: Focus on markets: US Govies under pressure + Open stores under conditions

Deutsche Konsum REIT-AG: A defensive rental business focussing on portfolio expansion

capm daily: Focus Oil/Dollar: Consolidation vs. upward momentum + Explosive situation

capm daily: Focus on central banks: Much more to do soon! + House by the sea

DEFAMA Deutsche Fachmarkt AG: Another record year

HeidelbergCement: A convincing final spurt in an extraordinary fiscal year

capm daily: Focus Markets: Inflation concerns weigh on risky assets + Retail shopping centers as Covid 19 winners