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World Outlook 2022-23: Dodging the Tempests

December 17, 2021
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom. [more]

More documents about "International"

316 (51-62)
March 11, 2022
51
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
March 11, 2022
52
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
January 25, 2022
58
Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates? [more]
January 19, 2022
61
In a new report Peter Hooper, Head of Global Economic Research, and Matthew Luzzetti, Chief US Economist, explain that in recent months the Fed has pivoted toward a more aggressive path of exiting from its current ultra-accommodative pandemic emergency policy stance. They highlight that their view has also become considerably more hawkish, with their baseline expecting liftoff in March, four total rate hikes this year, and a rapid drawdown in the balance sheet beginning in Q3. The central message of the note is that we could be in for an even bigger hawkish surprise in the months ahead. [more]
January 13, 2022
62
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. The odds of an accident have risen and the likelihood of a soft landing in 2022 requires some favourable assumptions and a modicum of good luck. [more]
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