Most recent articles by Christoph Schon, CFA, CIPM
Stress-testing the impact of a ‘deal’ Brexit
With Boris Johnson finally in Downing Street, a ‘no-deal’ exit seems like a foregone conclusion. But is it? Here’s what could happen in case of a ‘deal’ Brexit.
Will a Fed rate cut support markets? At first, yes, but…
Markets consider a Fed rate cut on July 31 a foregone conclusion, though how share prices will react may depend on the size and the underlying reason.
Weak economy, strong markets? – The German recession anomaly
Despite a steady stream of bad economic news, European stock markets just posted their best half-year performance in almost 10 years - the disconnect most notable in Germany.
Concerned about auto tariffs? Look to Asia for diversification…
Building on our earlier blog on the impact of US tariffs on EU car imports, we decided to take a look at the effects on automobile manufacturers in other regions.
Putting a dent in auto imports: Stress-testing the impact of US tariffs on EU cars
Much attention has been paid to the trade conflict between China and the US. There is also the threat of tariffs on car imports to the US from the EU.