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EM Currency and Local Markets Handbook

2. November 2022

EM Currency and Local Markets Handbook

Region:
International
Podzept (Podcast series)
Autor:
Oliver Harvey, Perry Kojodjojo
Anhören Audio 14M
Perry Kojodjojo and Oliver Harvey from Deutsche Bank Emerging Market Research discuss the recently published EM Currency and Local Markets Handbook. The new and revitalised handbook covers over 30 local EM markets in detail, covering liquidity, market structure and regulations in FX, local bonds and IRS, as well as targeted descriptions of monetary policy and market participants. The Handbook is designed to be an essential tool for institutional and corporate clients in navigating an increasingly complex and fragmented EM regulatory and macro environment, with new sections on unconventional monetary policy by EM central banks, new markets such as Kenya and Pakistan and a discussion of the evolving EM market landscape. [mehr]

Weitere Dokumente zum Thema "International"

410 (31-42)
    

The lessons of history: which historic period is most like today?

8. März 2023
Region:
International
Autor:
Henry Allen, Jim Reid
Thematic Research
32
Something we’re often asked is which era in history is most like this one. Perhaps the obvious answer is the 1970s, given the energy shock and high inflation. Others have pointed to the late-90s and early-2000s, when the dot com bubble burst and big tech valuations fell substantially. Or maybe it’s more like the 1960s, another era where policymakers moved to fine-tune
economies amidst low unemployment, but which saw inflation get increasingly out of control. [mehr]

The Future of Payments: Series 4 - Part I. Digital assets: The end of magical thinking?

27. Februar 2023
Region:
International
Thema:
Digital
Autor:
Cassidy Ainsworth-Grace, Marion Laboure
Corporate Bank Research
33
In the first part of series 4 of our Future of Payments series, Marion Laboure and Cassidy Ainsworth-Grace take a look at how the end of a rare macroeconomic environment, featuring near-zero interest rates, stimulus packages, and excess liquidity, could clean the market of bad actors, much like the dot-com bubble did two decades ago. [mehr]

16 themes driving markets and economies

24. Februar 2023
Region:
International
Autor:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
34
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [mehr]

Der Geldhahn wird weiter zugedreht

21. Februar 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
36
Nach mehreren Prognosesenkungen hat weltweit seit der Jahreswende wieder ein Aufschwung eingesetzt. In Europa z.B. haben sich die Erdgaspreise in den vergangenen Monaten mehr als halbiert, und eine Rezession im Euroraum steht unseres Erachtens nicht mehr unmittelbar bevor. Derweil hat China nach der Pandemie eine raschere Öffnung als weithin erwartet durchgeführt, weshalb wir unsere Prognosen nach oben korrigiert haben. Und in den USA, für die wir weiterhin eine Rezession in H2 prognostizieren, ist die Arbeitslosenquote auf einen 53-Jahres-Tiefstand gefallen. [mehr]

Q&A with Cassidy Ainsworth-Grace

21. Februar 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace
Q&A with
37
Cassidy Ainsworth-Grace is a Thematic Research Analyst. In our "Q&A with…" series she discusses the highlights from the most recent edition of The House View Snapshot – including its AI generated cover image. She also shares her favourite experience since joining the Deutsche Bank Graduate programme last year. [mehr]

Video: CPI January

15. Februar 2023
Region:
International
Autor:
Matthew Luzzetti
dbInSights - public
38
With all eyes on the Federal Reserve and US economy in 2023 consumer price index report for January garnered a lot of interest. Watch Matthew Luzzetti, Chief US Economist, analyze the inflation data and its implications for the economy and monetary policy. [mehr]

The Taps Still Tightening

10. Februar 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
The House View - Snapshot
39
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. [mehr]

Video: The End of the Tail

8. Februar 2023
Region:
International
Autor:
Ganchi Zhang
dbInSights - public
40
Protecting your portfolio with confidence: Our Quant team just released a report on using vanilla put options to hedge against tail risk. From measurement to portfolio construction, we cover all the key aspects of successful portfolio protection. See this new video with Ganchi Zhang. Learn more by reaching out to your db sales representative. [mehr]

Video: The Fed

2. Februar 2023
Region:
International
Autor:
Matthew Luzzetti
dbInSights - public
41
The Federal Reserve raised interest rates Wednesday by 0.25 percentage point. Please watch Matthew Luzzetti, Deutsche Bank’s chief US economist, and Brian Blackstone, head of communications for the Americas, break down the decision and press conference. [mehr]
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