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Insight with a view of stock market events - in focus

Insight with a view of stock market events – in focus

Eduran Blog - with foresight into the future

The Eduran Navigator provides the necessary foresight every six months, and Eduran Spotlight offers specific insight into current developments in monetary matters.

February 2, 2025. Capital Market Overview: Friendly equity markets and falling credit spreads, but with a simultaneous tightening of financing conditions.
December 7, 2024. An interview in the Tagesanzeiger supplement "Future of Finance" on the topic of asset management with Thomas Dubach of Eduran AG. [...]
H1 2024. "Focus on Interest Rates". Inflation seems defeated – or is it not? Interest rate cuts are expected and are driving prices up. Uncertainties remain. [...]
2nd half of 2023. "Bear Hunt". Cautious market participants and easing inflation bring year-end rally. The bear is being hunted, but has not yet been shot. [...]

Eduran blog posts:

December 7, 2024. An interview in the Tagesanzeiger supplement "Future of Finance" on the topic of asset management with Thomas
H1 2024. "Focus on Interest Rates". Inflation seems defeated – or is it not? Interest rate cuts are expected and
2nd half of 2023. "Bear Hunt". Cautious market participants and easing inflation bring year-end rally. The bear is being hunted,
1st half of 2023. “The Magnificent Seven”. The rise in interest rates clouds the economic outlook and paralyzes the stock
4th quarter of 2022. “Recession”. The interest rate turnaround is on the horizon and a possible recession is hardly discounted
Q3 2022. "Pivot or not." Higher interest rates to combat inflation increase recession potential. China without lockdowns could further fuel