Why we still like stocks as yields spike
• We prefer equities even as bond yields have sprinted higher. Global growth is still solid, and we see central… »
Is the World Deglobalizing, Slowbalizing or Newbalizing?
Many commentators expect the world to deglobalize following the US-China trade war, the pandemic, and the invasion of Ukraine. We… »
European Daily: Q&A on the Euro Area FCI
Our Euro area financial conditions index (FCI) has tightened about 60bp since mid-November, driven by higher long-term yields and lower… »
After the pandemic: the new way to invest
As the threat of the Spanish flu receded a hundred years ago, people celebrated by holding large public festivals. What… »
Gold vs. Bitcoin: Which is Better to Protect Investors from Financial Crises?
There is still a great debate about which is the best asset to protect investors in difficult times: cryptocurrencies or… »
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