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Tapering Without Tantrum
Tapering Without Tantrum
Investment Outlook 09.2021
Global growth is slowing but remains strong. At the same time inflation is rising due to strong pent-up demand and supply-side restrictions.
Thomas Trauth
published on September 17, 2021
Reaching the Growth Peak
Reaching the Growth Peak
Investment Outlook 07.2021
The bull market is still in full swing. Since 23 March 2020 the S&P500 index has risen 93%, the German DAX 78% and the NASDAQ technology index even 112%.
Thomas Trauth
published on July 18, 2021
Reflation is in full swing
Reflation is in full swing
Investment Outlook 05.2021
Almost all macro-economic indicators remain exceptionally strong. The US manufacturing ISM index, for example, reached a historical high of 64.7 in March.
Thomas Trauth
published on May 12, 2021
The Global Vaccination Race
The Global Vaccination Race
Investment Outlook 04.2021
As the biggest vaccination program in history continues, the prospect of stronger growth in the second half of 2021 is strengthening. However, the rates of implementing the vaccination campaigns differ vastly.
Thomas Trauth
published on April 12, 2021
Another US Fiscal Stimulus Package
Another US Fiscal Stimulus Package
Investment Outlook 03.2021
In February equity markets continued to rally. Last week US President Biden signed another massive fiscal stimulus bill, this time of USD 1.9 tn, which brings total US stimulus measures to a staggering USD 6 tn since the pandemic broke out.
Thomas Trauth
published on March 16, 2021