Insightful sector analyses, podcasts with our fund managers and analysts, up-to-date market assessments – including commentary from stock market journalist Markus Koch – and much more: under “Market & Insights”, you will find DJE’s capital markets experti
10 articles
The 2026 midterm elections are approaching, and the affordability of everyday life remains a central concern for many US households. Investors may also find it instructive to look back at earlier election cycles: midterm years have often been…
The 2026 midterm elections are approaching, and the affordability of everyday life remains a central concern for many US households. Investors may…
High government debt and rising bond yields are once again bringing the sustainability of public finances into the spotlight in the markets. Our Chart…
Despite the prevailing sense of crisis, European equities are showing remarkable resilience: corporate earnings, robust labour markets and a…
At first glance, China’s declining share of U.S. imports appears to be a clear shift away from the country—but in reality, these dependencies are…
The 2026 World Cup promises global excitement - but for the US economy, even billions in projected spending amount to little more than a rounding…
U.S. government financing rests on a broader domestic base than many headlines suggest: the share of foreign holders has declined markedly, while…
Between hopes for rate cuts and renewed inflation concerns: Geopolitical tensions and rising oil prices are fundamentally reshaping monetary policy…
The spread between Brent and WTI is currently well above its historical norm, signaling structural shifts in the global oil market. While Brent…
Despite low implied volatility, as measured by the CBOE Volatility Index, average daily trading volume in U.S. equity markets has surpassed the USD 1…
