English Content
Das Interview

«We are About to Enter a Dollar-Bearish Cycle»

Marc Chandler, Managing Partner and Chief Market Strategist at Bannockburn Global Forex, thinks the reign of the strong U.S. dollar is coming to an end. He anticipates an economic slowdown in the U.S., and explains why 2020 will be a stock picker’s year.
Christoph Gisiger
Das Interview

«Gold Is an Ideal Investment»

David Rosenberg, Chief Economist & Strategist of Rosenberg Research, doesn’t believe in the sustainability of the stock market rally, and warns that investors may be disappointed at the end of the year. He is bullish on energy stocks - and predicts that the gold price will surge to $3000.
Christoph Gisiger
Die Meinung

The Road Less Travelled

Only a handfull of European companies have been involved in China's Belt and Road Initiative – mainly in niche roles. As China scales up in other markets, the EU and its member states must act to create a level playing field.
Jörg Wuttke
Die Meinung

China’s Myth of Private Ownership

We need to understand that large Chinese conglomerates like Huawei, Alibaba, or China National Petroleum are commercially driven organizations that will be tolerated as independent entities only so long as they serve the needs of the Chinese state.
Anne Stevenson-Yang
Das Interview

«Oil Stocks are Incredibly Cheap»

Christopher Wood, Equity Strategist for Jefferies, has a positive view on world financial markets in 2020. In an in-depth interview, he states his bullish case for Asian emerging markets and Japan, and he explains why energy is the most exciting sector today.
Mark Dittli
Das Interview

«My Main Worry is Europe»

Mohamed El-Erian, Chief Economic Advisor at Allianz, warns of more struggles ahead for the European economy. He points out that negative interest rates are causing more harm than good and cautions of over-promised liquidity in the financial markets.
Christoph Gisiger
Die Meinung

Anatomy of a Forecast Error

Ten years ago, I confidently warned of an emerging inflation problem. I was wrong, but this experience taught me some of the most important mistakes we do when trying to forecast economic matters.
Dylan Grice
Das Interview

«A Liquidity Crisis Is All but Inevitable»

Tad Rivelle, Chief Investment Officer of the Californian bond house TCW, doubts that the Central Banks can prevent the impending economic downturn. He spots increasing signs of stress in the credit sector and recommends holding safe assets to be prepared for turmoil in the financial markets.
Christoph Gisiger
Die Meinung

The Future of Finance: Towards the End of Banks?

Fintechs are causing major shifts. Non-banks and phone apps are increasingly taking over banking activities. New governance models emerge, inspired by peer-to-peer and community logic. Banks could end up in roles of trusted advisors and safekeepers in a more decentralized ecosystem.
Myret Zaki
Das Interview

«Central Bankers Are Starting To Lose Control»

Short Seller Kevin Duffy spots early signs that the bond bubble is bursting. In an in-depth conversation with The Market, the head of hedge fund Bearing Asset Management reveals where he sees the most dangerous excesses and which stocks look attractively cheap in today’s environment.
Christoph Gisiger