Review and economic outlook (June'20)
You certainly have asked yourself: Did equity investors lose their minds? We have been wondering for weeks about the strength of equity markets.
Learn MoreReview and economic outlook (May'20)
The economic damage caused by the restrictive official measures in the fight against the spread of the corona virus take on enormous dimension.
Learn MoreReview and economic outlook (April '20)
Black Swan hits the world! When the virus broke out in China, who would have thought that this would become such a huge global issue?
Learn MoreReview and economic outlook
Stock markets continued to plunge this week. European markets gave up about 3 percent and major US indices were down more than 4 percent on Thursday.
Learn MoreMonthly Pulse: ECONOMIC OUTLOOK
The announcement of a phase-one deal between the USA and China and the Tories’ landslide victory in the UK led to a strong year-end rally in cyclical assets. No doubt: 2019 will go down in history as an exceptionally.
Learn MoreMonthly Pulse: REVIEW AND OUTLOOK
The year 2019 closed as a remarkable year. The fears at the end of 2018 were not self-fulfilling. The economy still went strong and the FED started a new quantitative easing program. Despite of 3 interest rate hikes.
Learn MoreEconomic Outlook: Is it different this time?
A year ago, equity markets started to slump and lost roughly 9% last December. Lacking company earnings, geopolitics could impact markets more significantly. Clarus Capital does not expect a repetition.
Learn MoreMonthly Pulse #11 19: Lately the noise about risks eased. But these may be short-term effects and could reverse quickly.
Lately the noise about risks eased. The EU and UK agreed on a further extension of Brexit in mid-October, and trade talks between US and China are currently promising. But these may be short-term effects and could.
Learn MoreMonthly Pulse #10 19: Geopolitical risks have decreased on various fronts
In recent weeks, geopolitical risks have decreased on various fronts. In the trade dispute between the US and China as well, much more conciliatory tone has been struck recently. However, it is still too early to assume.
Learn MoreMonthly Pulse #09 19: The global economy continues to be sluggish
The latest economic data from the Eurozone points to continued weakness. The situation is particularly worrying in the manufacturing sector. In recent weeks, the escalation screw in the trade conflict between the US and.
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