The M2 money supply is well-behaved—the excesses of the Covid era have been absorbed—and it is once again growing at a rate ...
Bond investors are freaked out about upcoming rate hikes from central banks across the globe.
Financial markets are relying on an unusually favourable combination of economic outcomes that may prove difficult to sustain, according to Deutsche Bank, which warned that current valuations leave ...
In a note headlined "Goldilocks continues to escape the bears," Christian Mueller-Glissmann and his team at Goldman Sachs argued this morning that the stock market continues to be boosted by optimism ...
Deutsche Bank told clients in a note Monday that current market pricing rests on an optimistic set of assumptions that are unlikely to hold together, warning that the balance leaves almost no margin ...