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Video: US transportation Outlook in 2022

More documents about "International"

351 (85-96)
    

The Fed’s many challenges

March 11, 2022
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
86
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]

New Podcast: The Fed’s many challenges

March 11, 2022
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Thematic Research
87
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]

Industrials - constructive or destructive in 2022?

January 25, 2022
Region:
International
Topic:
Sectors and resources
Analyst:
Luke Templeman, Nicole DeBlase
Podzept (Podcast series)
94
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]

Why the speed of impending Fed policy tightening could surprise

January 19, 2022
Region:
International
Analyst:
Matthew Luzzetti, Peter Hooper
Thematic Research
96
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]
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