Insights
Our experts bring you their latest insights about the capital markets.
News | 28.10.2025
Despite stagnating growth and persistent core inflation, the European Central Bank is likely to keep interest rates unchanged for now. Risks are seen as balanced, with a focus on data dependence and flexibility. As the economy weakens, the ECB is keeping all options open – the next move could well be a rate cut.
News | 24.10.2025
Despite the lack of economic data due to the US government shutdown, the Federal Reserve is heading for another interest rate cut. With a reduction of 25 basis points, the central bank aims to cushion economic risks and secure liquidity.
Market Commentary | 02.10.2025
Strength in the Economy, Fragility in Market Breadth – Where Investors Should Look Next
News | 11.09.2025
A weakening labour market, stable inflation expectations, and increasing political pressure suggest that the Federal Reserve (Fed) will make a decisive policy shift at its upcoming September meeting, explains Jörg Held, Head of Portfolio Management at ETHENEA Independent Investors S.A. An interest rate cut appears inevitable
News | 08.09.2025
Uncertainty continues to shape the ECB’s policy outlook. While the phase of rapid rate cuts appears to be over, internal divisions and persistent inflation risks are complicating decisions. With a data-driven approach, the ECB is keeping all options open for the months ahead.
Market Commentary | 01.09.2025
Current inflation models may soon be outdated. The widespread adoption of AI could unleash a new force—making the seemingly impossible prospect of perpetual growth a reality.
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