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The Taps Still Tightening

February 10, 2023

The Taps Still Tightening

Region:
International
The House View - Snapshot
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 308k
After a succession of forecast downgrades, the global economy has turned a corner since the end of last year. For instance, natural gas prices in Europe have more than halved over the last couple of months, and we no longer expect an imminent Euro Area recession. In the meantime, China’s post-Covid reopening has proceeded faster than many thought possible, leading to similar upgrades in our forecasts. Even in the US, where we continue to call for a recession in H2, unemployment has reached a 53-year low. [more]

More documents about "International"

370 (11-22)
    

Video: Deutsche Bank’s Chief US Economist breaks down the FOMC meeting

May 4, 2023
Region:
International
Analyst:
Matthew Luzzetti
dbInSights - public
12
As usual, all eyes were on the Federal Reserve when it met on interest rates Wednesday. But unlike other meetings over the past year, there was a different twist this time: has the central bank reached the end of rate increases after an aggressive tightening cycle? Please watch Deutsche Bank’s chief US economist Matthew Luzzetti break down the decision, and path forward, with our Americas communications head Brian Blackstone. [more]

Making Sense of Space: Having Ears in the Sky

April 26, 2023
Region:
International
Analyst:
Edison Yu
Podzept (Podcast series)
13
In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns. [more]

The Future of Payments: Series 4 - Part III. Bye-bye cash, hello digital payments

April 25, 2023
Region:
International
Topic:
Digital
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure, Nejati Nooshin
Corporate Bank Research
14
We dig into how the world of payments is moving away from cash towards digital payments. This structural shift from cash to digital payments is expected to continue in 2023 with further evolution of digital IDs and digital wallets. Amid a macro slowdown, we expect financial solutions offered by non-financial firms, such as embedded financing, to play a major role in the further adoption of digital payments. [more]

Q&A with Rohini Grover

April 17, 2023
Region:
International
Analyst:
Rohini Grover
Q&A with
17
In a new ‘Q&A with’ Rohini Grover, FX strategist, talks about systematically trading in currency markets. She also gives an overview of other products offered in the FX quant space and shares her insights on delivering more robust products to clients. [more]

AI & The Five Ws: Why, What, Who, When, Where?

April 11, 2023
Region:
International
Analyst:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Podzept (Podcast series)
18
Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors. [more]

Video: Intraday seasonality

March 27, 2023
Region:
International
Analyst:
Blaz Zlicar, Rohini Grover
dbInSights - public
19
In a new report Rohini Grover, FX and Blaz Zlicar, QIS revisit intraday seasonality in currency markets, combining fundamental with quantitative analysis, and providing fresh insights into origins and statistical robustness of this market anomaly. Their results have implications for both intraday execution and development of standalone alpha strategies. Stay tuned for further insights on the topic, in the meantime watch this video. [more]

Reshoring's impact on markets and economies

March 21, 2023
Region:
International
Analyst:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
22
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]
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