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Matthew Luzzetti

Analysen und Studien von Matthew Luzzetti

55 Dokumente
23. Januar 2024
2
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT. [mehr]
25. Oktober 2023
5
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more. [mehr]
26. Juli 2023
9
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [mehr]
13. Juni 2023
12
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]
37.4.8