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The House View Snapshot

The House View Snapshot is a handy two-page summary of Deutsche Bank Research macro and markets views. Think of it as a “cheat sheet” of Research’s main views.

42 (11-20)
    
November 25, 2020

Hope on the Horizon

Region:
International
The House View - Snapshot
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The global economic outlook has improved since September thanks to the positive vaccine news, and we now see global GDP returning to its pre-virus levels in Q2 2021. Significant risks around this forecast remain both to the downside (if the virus were to spread more severely this winter or a vaccine rollout were delayed) and the upside (if a vaccine rollout is quicker than anticipated). [more]
13
September 24, 2020

Navigating the New Normal

Region:
International
The House View - Snapshot
Analyst:
Henry Allen, Jim Reid, Marion Laboure
Over the summer months, the outlook for the global economy and financial markets has brightened. As such, we now see the global economy contracting by a smaller -3.9% this year, with global activity returning to its pre-virus level by the second half of next year, albeit with the major developed countries likely to take several more quarters to reach the same point. [more]
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