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Barrelling back to stagflation?

November 11, 2021

Barrelling back to stagflation?

Region:
International
The House View - Snapshot
PDF 224k
The short-term growth outlook has weakened amidst supply-chain issues and an energy shock that has boosted inflation. But there is still major fiscal support, whilst vaccines and other medicines will help against Covid. If inflation proves even higher than anticipated, that could lead to tighter monetary policy that knocks growth off course. [more]

More documents contained in "The House View - Snapshot"

41 (13-24)
    

Navigating the New Normal

September 24, 2020
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
13
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]

Balancing out

April 11, 2019
Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
23
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]
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