Since 1970, the yield curve has sent useful signals for economic forecasting and equity investment. Is it something investors can rely on in the future?

We show the impact of changing inflation expectations on various sectors of the S&P 500.

A recent drop in the inflation rate in the U.S. triggered euphoria in the markets. But, is inflation really falling or are we just seeing a base effect because inflation rose so quickly last year?

For more than ten years, asset prices rose much faster than consumer prices. The impact of the corona pandemic and recent geopolitical changes now appear to have reversed this trend. Both measures of inflation are currently on par. Unaffected by this ...

Asset prices in Germany increased by +12.1%. It is the highest value since the start of the time series. Real estate, business wealth and shares in particular increased sharply in price. A recovery of the real economy, monetary and fiscal policy, ris ...

Asset prices for private German households have risen sharply in the last four quarters. Real estate prices in particular recorded the strongest increase since the start of the time series in 2005.