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Navigating perilous waters

January 13, 2022

Navigating perilous waters

Region:
International
The House View - Snapshot
Analyst:
Henry Allen, Jim Reid, Marion Laboure
PDF 209k
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]

More documents about "International"

371 (91-102)
    

Video: Internet sector

April 25, 2022
Region:
International
Analyst:
Nizla Naizer
dbInSights - public
92
From Meal kits to Food Delivery, Online Cars to Online Fashion, Real Estate Classifieds to Travel Marketplaces, Deutsche Bank Research differentiates their work with the use of primary research to give further weight to recommendations. Watch video for more. [more]

Prepare for a hard landing

April 22, 2022
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
93
The storm clouds over the global economy have darkened dramatically. Russia’s invasion of Ukraine has led to fundamental questions about Europe’s dependence on Russian energy and the continent’s geopolitical stability. It has also significantly pushed up commodity prices, exacerbating above-target inflation, and creating a serious risk that longer-term expectations become unanchored. [more]

Q&A with Nizla Naizer

April 21, 2022
Region:
International
Analyst:
Nizla Naizer
Q&A with
94
‘Q&A with’ we talk to Nizla Naizer, whose research focuses on the media and online sector. Nizla talked to us about the different sectors she covers, what internet companies think about inflation and online subscription wallets. [more]

Q&A with Rob Sanders

April 1, 2022
Region:
International
Analyst:
Rob Sanders
Q&A with
101
In the next in our series of concise interviews ‘Q&A with...’ we talk to Rob Sanders, Head of European Technology Hardware Research. Rob shares his insights into when he believes chip shortages might end and how rising input prices are affecting the semiconductor sector. [more]
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