Persistently high inflation rates led market participants to reconsider their interest rate expectations. During the Jackson Hole Economic Symposium, which took place between August 25-27, the US central bank committed to use its tools forcefully for some time,...

Transportation and energy - two markets that have seen strong movements in recent months. Corona pandemic, supply chain issues and, last but not least, the Ukraine war have had a major impact on these sectors. "The imminent international sanctions against the raw...

Growing recessionary fears put capital markets under pressure in June with most major equity market indices falling alongside bonds. In the, US the headline inflation rate unexpectedly rose to 8.6% (YoY May figures) as energy and food prices re-accelerated. The FED...

Key hires will strengthen Transport Capital Group's  presence in Europe. Transport Capital names Sebastian Wittgenstein as Partner, establishes presence in Switzerland. Geneva is the Group’s sixth global location, further strengthening it as the East – West bridge for...

Growing recessionary fears put capital markets under pressure in June with most major equity market indices falling alongside bonds. In the, US the headline inflation rate unexpectedly rose to 8.6% (YoY May figures) as energy and food prices re-accelerated. The FED...

Most major equity market indices were flat during the month of May. Equity markets have shown further weakness during the first three weeks but were able to recover during the last week of the month. The US Consumer Price and Producer Price Index have shown...

Most major equity market indices have fallen in April. As central banks on both sides of the Atlantic begin to raise interest rates to cool-off inflation, macro-economic growth projections have come-down. Moreover, the majority of S&P 500 companies having reported...

As market participants were uncertain about the global macro-economic consequences of Russia’s invasion, equity markets initially plunged before bottoming around March 7th/8th. Afterwards there has been a strong rally for stocks, albeit an unpopular one. On the 16th...

The month of February was highly volatile. US consumer price data (CPI) came in higher than expected at a headline rate of +7.5% (YoY). This was the highest level since February 1982. As 10-yr US treasury yields have risen to more than 2%, prospects for growth stocks...

High inflation rates and a strong labour market in the US led to increased concerns among investors that the US central bank may have to raise rates more aggressively than anticipated. 10-year US treasury yields have increased by around +25bps to 1.78%. At the same...