Karsten Junius
Chief Economist, Head Economic Research at Bank J Safra Sarasin
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Earnings, margins and inflation
November 23, 2022 06:00
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Balance sheet reduction casts its shadow ahead
October 26, 2022 10:04
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A broader look at valuations
September 30, 2022 06:00
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US equities: Fundamentals remain soft, don’t chase cyclicals
August 31, 2022 08:54
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Has US equities priced in recession?
July 26, 2022 08:20
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More constructive outlook on the euro, but challenges remain
June 27, 2022 11:20
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Not yet the beginning of the end for cryptos
May 27, 2022 09:47
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China lockdowns to delay normalisation of supply chains
April 28, 2022 09:48
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China macro and market: 2022 outlook slightly better
March 31, 2022 16:51
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Unexpectedly high inflation rates put pressure on ECB
February 23, 2022 10:58
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Fed under pressure to tighten rates more rapidly
January 31, 2022 10:38
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An extraordinary year for the US equity market
December 24, 2021 10:08
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Europe: In preparation for a colder winter
November 24, 2021 10:21
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Only limited GBP upside towards year-end
October 29, 2021 06:00
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Markets agree with Powell but only up to a point
September 30, 2021 06:00
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Delta impact on consumer behaviour appears limited
August 31, 2021 09:55
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US Q2 earnings season preview: Support from the base
July 30, 2021 08:52
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Health care and Swiss equities revisited
June 30, 2021 09:27
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Canadian dollar still offers room to trend higher
May 31, 2021 08:52
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Limited upside for bond yields
April 30, 2021 08:48
