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Surveying slower growth

June 21, 2019
Read on for our recap of the evolving macro outlook and the shifting trends in monetary policy. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

More documents contained in "The House View - Snapshot"

21 Documents
April 11, 2019
3
This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]
October 16, 2018
8
This edition reviews recent market moves and outlines Deutsche Bank Research's key views moving forward. Read on for our recap of the global macro outlook, key ongoing/upcoming political developments (Brexit, Italy, US mid-term, etc.) and major risks in the rest of 2018. Find also our views on US macro and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. [more]
September 11, 2018
9
We’re at the stage of the policy tightening cycle where history suggests a higher likelihood of accidents in financial markets. Recent events support that, with markets buffeted by negative headlines from Italy, Turkey, Argentina, and broader EMs. Although there are idiosyncratic risks in the above, they are being magnified by a persistent, if steady, Fed tightening cycle and an ECB that is tapering towards a QE standstill. Meanwhile Brexit and trade wars bubble along in the background. [more]
July 25, 2018
10
This edition reviews the global macro outlook, the risk and effects of a trade war, and geopolitical developments in Europe. Read on for our views on the US macro outlook and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. Find also a summary of our views on key themes as well as on the different asset classes and the main macro and markets forecasts. [more]
June 27, 2018
11
This edition reviews the global macro outlook, the risk of a trade war, and geopolitical developments in Europe. Read on for our views on the US macro outlook and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. Find also a summary of our views on key themes as well as on the different asset classes and the main macro and markets forecasts. [more]
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