Macro Research

Our macro research is one of the best-reputed in the German-speaking countries. No wonder, as our economists are ranked by Bloomberg among the world's best forecasters for the Eurozone and the USA. Many institutional investors – from pension funds to banks and industrial companies to hedge funds – already use our assessments and point forecasts for their capital investments. Please do not hesitate to contact us.

Our German-language publications and services at a glance

Financial Market Monitor

  • Our weekly flagship publication, basic document for Bantleon's investment committee meetings
  • Ongoing presentation of our economic and financial market outlook with the help of our proprietary leading indicators
  • The financial market outlook is essentially based on our macroeconomic outlook
  • Overview of our forecasts of the most important data for the coming week from the USA and the Eurozone

Financial Market Outlook

  • Supplements the FMM once a month
  • A fundamental and longer-term perspective is taken
  • Detailed presentation of the economic and capital market outlook for the coming months and quarters
  • Detailed GDP forecasts for the USA and the Eurozone
  • Assessment of key asset classes (government bonds, equities, corporate bonds, commodities, etc.)
  • Overview of Bantleon's current asset allocation
  • Once a quarter also published in English

Detailed analyses

  • In depth research (one or two per month) on interesting current topics like economy, inflation, labour market, monetary policy, real estate market, debt, capital market and asset allocation
  • Strict adherence to the »Bantleon Research Framework«: statements and forecasts are consistently derived and substantiated

Short commentaries/flashes

  • Compact research on interesting current topics like economy, inflation, labour market, monetary policy, real estate market, debt, capital market and asset allocation
  • Strict adherence to the »Bantleon Research Framework«: statements and forecasts are consistently derived and substantiated

Ad-hoc statements

  • Weekly commentary on key economic data (ISM, ifo, US labor market, consumer prices, etc.) immediately after their release and comments on the latest key interest rate decisions

Forecasts of key economic data

  • Forecasts of the most important data sets of the coming week from the USA, Eurozone, Germany, France, Spain and Italy
  • Among others: GDP, inflation, leading indicators (ISM, EMI, ifo, ZEW, etc.), unemployment rate, industrial production, new orders, retail sales, etc.

Additional services (on demand)

Announcement of forecast revisions of weekly economic data

  • Ad-hoc information for adjustments to our forecasts
  • Individual data tables for the best possible processing of forecast data

Exchange with our analysts

  • Bilateral exchange of information with our analysts on current economic and capital market topics
  • Detailed explanation/classification of point forecasts
  • Discussion agenda defined by you

Our macro research team

Chief Economist Daniel Hartmann, PhD began his career at Bantleon in 2005 after completing his academic work and doctorate »summa cum laude« at the University of Stuttgart-Hohenheim (DE) and is responsible for financial market forecasts (bond yields & equity prices) and the analysis and forecast of global economic and monetary policy.

Senior Economist Andreas A. Busch, PhD who received his doctorate in economics with »magna cum laude« from the University of Mainz (DE) and later became a research assistant to the Chair of Business Cycle and Growth Theory there, has been with Bantleon since 2001 and is responsible for the forecast of the economic development and the monetary policy in the USA and Asia.

Harald Preißler, PhD, former Member of the Executive Board and now Vice Chairman of the Supervisory Board of Bantleon AG and Capital Market Strategist, laid the analytical foundation for the economic research that has received multiple awards from Bloomberg and Refinitiv. The economist graduated »summa cum laude« from the University of Würzburg (DE).

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