English version of ˮDas Gleichgewicht findenˮ

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This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

Deutsche Fassung ➜

Navigating the New Normal

September 24, 2020

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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]

The long road to recovery

June 30, 2020

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This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments and major risks in 2020. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

Covid-19: Health check on the global economy

May 13, 2020

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Read on for our discussion of the economic outlook and the evolution of downside risks. We also outline our views on major central banks, key political developments, and major risks. In addition, we update our cross asset market views. [more]

2020 Outlook – Gaining Speed

January 16, 2020

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Back on track

December 2, 2019

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Henry Allen, Jim Reid, Quinn Brody

Shelter from the storm

October 22, 2019

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Jim Reid, Quinn Brody

Cushioning downside risks

September 11, 2019

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Jim Reid, Quinn Brody

Read on for our discussion of the economic outlook and our expectations for central bank responses. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

Global monetary medicine on the way

July 23, 2019

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Read on for our discussion of the recent shift in central bank policy and the implications for the global economy. We also outline key recent/upcoming political developments (new European leadership, Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

Surveying slower growth

June 21, 2019

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Read on for our recap of the evolving macro outlook and the shifting trends in monetary policy. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

Trade war heat is on

May 17, 2019

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Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics, etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

Spring in sight?

March 12, 2019

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This edition reviews recent market moves and outlines Deutsche Bank Research's key views moving forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

At the crossroads

February 8, 2019

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