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Shipwrecked

29. September 2022

Shipwrecked

Region:
International
The House View - Snapshot
Autor:
Henry Allen, Jim Reid, Marion Laboure
PDF 143k
Since our last House View in June, the economic and market outlook has deteriorated dramatically. We are in the midst of a historic bursting of the bond bubble, and a once-in-a-generation equity revaluation, combined with a sustained flight into the USD. The latter has been driven by geopolitical consideration as well as the failure of the ECB and the BoE to act as decisively on inflation as the Fed. Our street-leading prediction of a US recession by end-2023 has become increasingly mainstream, and we also expect the Euro Area and German economy to contract by at least -2% and -3% respectively next year. [mehr]

Weitere Dokumente zum Thema "International"

408 (41-52)
    

Aktien 2023: Aufschwung, Abschwung oder Achterbahn?

26. Januar 2023
Region:
International
Autor:
Maximilian Uleer
Podzept (Podcast-Reihe)
41
2022 gab es viele negative Nachrichten, die die Aktienmärkte beeinflusst haben: Krieg in der Ukraine, Null-COVID-Strategie in China, Energiekrise und Inflation. Für dieses Jahr sind unsere Experten optimistischer. In der neuen Podzept-Ausgabe erklärt Maximilian Uleer, was ihn optimistisch stimmt, welche Sektoren er gerade bevorzugt und warum man schnell Urlaub buchen sollte. [mehr]

Video: Quant Outlook 2023

23. Januar 2023
Region:
International
Autor:
Caio Natividade
dbInSights - public
43
A recent report by DB Quant Research provides an outlook for 2023, analyzing the performance of different quant strategies from both a qualitative and quantitative perspective. Utilizing scenario analysis, the report highlights which styles within equity long-short, trend following, systematic global macro and relative value are expected to perform in 2023. [mehr]

Video: Global Automotive: 2023 playbook

20. Januar 2023
Region:
International
Autor:
Tim Rokossa
dbInSights - public
44
2022 was a tough, roller-coaster year for the global automotive sector. So how is the sector holding up and what could 2023 bring? Even though the global economy is heading into recession, led by the US, inflation remains a drag, and semiconductor availability is still expected to limit output, Tim Rokossa and his team expect the Auto outlook in the EU to develop somewhat differently to the US.

In this new video, Tim highlights five key trends that could shape the sector in the year ahead. [mehr]

Outlook for global house prices

12. Januar 2023
Region:
International
Thema:
Immobilien
Autor:
Adrian Cox, Jon Bell, Michael Hsueh
Podzept (Podcast series)
45
House prices are cooling off around the world after the boom years of historically low interest rates and a pandemic race for space. Countries like Sweden, Canada and Australia, which had the biggest gains, heaviest household debt and highest proportion of variable rate mortgages, are most exposed. In the latest episode of Podzept, Michael Hsueh, FX Strategist and author of the G10 Housing Monitor, Jon Bell, Head of the European Construction and House Building Research, and Adrian Cox, Thematic Strategist, discuss the outlook. [mehr]

World Outlook 2023: The Looming Recession

7. Dezember 2022
Region:
International
Autor:
Mark Wall, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
51
Peter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks are pursuing their most aggressive tightening cycle in a couple generations, and a recession is now increasingly expected in the US and Europe. As 2023 nears, there is a growing consensus that it is shaping up will be the third-worst year for global growth so far in the 21st century, behind only the pandemic year in 2020 and the aftermath of the financial crisis in 2009. [mehr]

Top 8 notable takeaways from COP27

23. November 2022
Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones, Luke Templeman, Tejasvini Viraj
Thematic Research
52
Overall, was COP27 a success or failure? The answer likely depends on your expectations going into the conference. The event took place against a difficult geopolitical backdrop, rising inflation and an energy security crisis that some nations interpret as support for energy diversification strategies that align with fossil fuel growth. In a recent dbSustainability report the team discuss top 8 takeaways from COP27. [mehr]
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