Post by Patrick Seifert

Stop-over in NYC🇺🇸 before heading to the Annual Meetings of International Monetary Fund & Worldbank Group in Washington The hospitality in Big 🍎 was awesome as usual - never mind the shutdown, political noise and inner US tensions It was a packed day of enriching talks to make sense of capital markets „priced to perfection“ in spite of multiple risk factors: ➡️ Getting ready for the Big Bang in #europe🇪🇺 ➡️ Bracing for impact of risk and deleveraging ➡️ #germany🇩🇪 changing - or getting changed ➡️ Supporting clients remains key for LBBW Along those lines, we discussed key topics like economic growth, intrastructure and defence, #privatemarkets, interest rate differentials and supply side reforms Special thanks to our friends from Deutsche Bundesbank, UBS, SEB, Commerzbank AG, Eurex and in particular my University of Chicago fellow alumns Nicola Koenig, MBA, CAMS and Samir Shah - for analysing the impact of #carrytrades Dirk Kipp Daniel Wrobel Marc Just, CFA Tarek Petzold Sebastian Wittkopp Evelyn Martinez John Arne Wang Laurent Partouche, CAIA Christopher Chadie