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Wir öffnen wieder!

16. Juli 2021

Wir öffnen wieder!

Region:
International
Weltwirtschaftlicher Ausblick
Autor:
Henry Allen, Jim Reid, Marion Laboure
PDF 302k
In den vergangenen Wochen nahm die weltweite Erholung wie erwartet Fahrt auf – dank der Impfkampagnen und weiterer Lockerungen der Corona-Einschränkungen. Seit der Mai-Ausgabe des Weltwirtschaftlichen Ausblicks haben sich jedoch die Abwärtsrisiken leicht erhöht. Gründe sind die weltweite Ausbreitung der Delta-Variante und die Reaktion auf die Entscheidung des Offenmarktausschusses. [mehr]

Weitere Dokumente zum Thema "International"

410 (131-142)
    

Asia Outlook 2022: Riding the Tiger

20. Dezember 2021
Region:
International
Autor:
Bryant Xu, Linan Liu, Malika Sachdeva, Perry Kojodjojo, Sameer Goel
Thematic Research
133
Asian markets have been much more resilient than the other emerging markets of Central and Eastern Europe Middle East and Africa (CEEMEA) and Latin America in 2021. Whether this endures in 2022 will be determined by whether US equities can withstand the Fed raising rates (tightening), renminbi stability can continue, and benign inflation in Asia can last. [mehr]

Video: EU Steel Outlook 2022

20. Dezember 2021
Region:
International
Autor:
Bastian Synagowitz
dbInSights - public
134
2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve. [mehr]

Video: Emerging Markets Outlook 2022

20. Dezember 2021
Region:
International
Autor:
Sameer Goel
dbInSights - public
135
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [mehr]

World Outlook 2022-23: Dodging the Tempests

17. Dezember 2021
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
136
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom. [mehr]

Video: Outlook for European Banks 2022

6. Dezember 2021
Region:
International
Autor:
Benjamin Goy
dbInSights - public
139
Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022. [mehr]

Mit voller Kraft zurück in die Stagflation?

22. November 2021
Region:
International
Autor:
Henry Allen, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
142
Seit der September-Ausgabe unseres Weltwirtschaftlichen Ausblicks hat sich herausgestellt, dass der Inflationsdruck deutlich stärker und dauerhafter ausfällt als von Zentralbanken und Anlegern erwartet. Weitreichende Lieferprobleme fallen mit einem unerwarteten Energiepreisschock zusammen. In einigen Sektoren kommt noch struktureller Lohndruck hinzu. Daran dürfte sich in nächster Zeit nichts ändern und im kommenden Jahr könnten noch weitere Faktoren eine Rolle spielen. [mehr]
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