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Karsten Junius

Chief Economist, Head Economic Research at Bank J Safra Sarasin
  • Yen to pause before embarking on a leg higher

    Yen to pause before embarking on a leg higher

    January 31, 2023 09:48
  • Further dollar weakness ahead

    Further dollar weakness ahead

    December 30, 2022 06:00
  • Earnings, margins and inflation

    Earnings, margins and inflation

    November 23, 2022 06:00
  • Balance sheet reduction casts its shadow ahead

    Balance sheet reduction casts its shadow ahead

    October 26, 2022 10:04
  • A broader look at valuations

    A broader look at valuations

    September 30, 2022 06:00
  • US equities: Fundamentals remain soft, don’t chase cyclicals

    US equities: Fundamentals remain soft, don’t chase cyclicals

    August 31, 2022 08:54
  • Has US equities priced in recession?

    Has US equities priced in recession?

    July 26, 2022 08:20
  • More constructive outlook on the euro, but challenges remain

    More constructive outlook on the euro, but challenges remain

    June 27, 2022 11:20
  • Not yet the beginning of the end for cryptos

    Not yet the beginning of the end for cryptos

    May 27, 2022 09:47
  • China lockdowns to delay normalisation of supply chains

    China lockdowns to delay normalisation of supply chains

    April 28, 2022 09:48
  • China macro and market: 2022 outlook slightly better

    China macro and market: 2022 outlook slightly better

    March 31, 2022 16:51
  • Unexpectedly high inflation rates put pressure on ECB

    Unexpectedly high inflation rates put pressure on ECB

    February 23, 2022 10:58
  • Fed under pressure to tighten rates more rapidly

    Fed under pressure to tighten rates more rapidly

    January 31, 2022 10:38
  • An extraordinary year for the US equity market

    An extraordinary year for the US equity market

    December 24, 2021 10:08
  • Europe: In preparation for a colder winter

    Europe: In preparation for a colder winter

    November 24, 2021 10:21
  • Only limited GBP upside towards year-end

    Only limited GBP upside towards year-end

    October 29, 2021 06:00
  • Markets agree with Powell but only up to a point

    Markets agree with Powell but only up to a point

    September 30, 2021 06:00
  • Delta impact on consumer behaviour appears limited

    Delta impact on consumer behaviour appears limited

    August 31, 2021 09:55
  • US Q2 earnings season preview: Support from the base

    US Q2 earnings season preview: Support from the base

    July 30, 2021 08:52
  • Health care and Swiss equities revisited

    Health care and Swiss equities revisited

    June 30, 2021 09:27

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