Market Commentary: Stock markets will decline further
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Since the turn of the year, main European and American stock indices have come down by
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Since the turn of the year, main European and American stock indices have come down by
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Once a year, oil major BP publishes its Statistical Review of World Energy. Now in its
Dieter Wermuth, Economist and Partner at Wermuth Asset Management It is extremely unlikely that the rapid increase of fossil fuel prices, triggered by Russia’s invasion
Dieter Wermuth, Economist and Partner at Wermuth Asset Management For about one year now, the issue of greening monetary policies has gradually lost the public’s
Dieter Wermuth, Economist and Partner at Wermuth Asset Management After 14 years of expansionary policies, central banks have recently changed course. They react to the
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Contrary to all forecasts, Germany’s car fleet – just as car fleets in the rest of
Dieter Wermuth, Economist and Partner at Wermuth Asset Management Economists used to say that if the US sneezed the rest of the world would catch
Dieter Wermuth, Economist and Partner at Wermuth Asset Management There is a discussion these days about the likely cost of reconstructing Ukraine’s infrastructure and housing
The energy transition, called Energiewende in German, had lately lost some momentum. Since the formation of a new federal government in Berlin late last year
Dieter Wermuth, Economist and Partner at Wermuth Asset Management For a long time, Russia has been selling more to the rest of the world than
What goes up must come down. Fossil fuel prices have increased so much they have lost touch with fundamentals and are therefore bound to fall
Global recession and strong stock markets – it’s not sustainable In mid-October, the main stock markets are up around 35% from their corona crisis lows
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