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Why the speed of impending Fed policy tightening could surprise

19. Januar 2022

Why the speed of impending Fed policy tightening could surprise

Region:
International
Thematic Research
Autor:
Matthew Luzzetti, Peter Hooper
Online 
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. [mehr]

Weitere Dokumente zum Thema "International"

438 (121-132)
    

New Podcast: Why a recession by end-2023 should be the base case

11. Mai 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Thematic Research
121
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [mehr]

Declining cost of FX hedges creates opportunities to raise hedge ratios

29. April 2022
Region:
International
Autor:
Bryant Xu, Malika Sachdeva
Corporate Bank Research
123
Deutsche Bank Research has launched a new series of Asia Corporate Strategy Notes for our corporate clients, focusing on risk management recommendations in currency and rates markets.

The first report in this series argues that corporations should take advantage of declining Asia FX hedging costs to raise USD and EUR hedge ratios. [mehr]

Vor einer harten Landung

29. April 2022
Region:
International
Autor:
Henry Allen, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
124
Die Gewitterwolken über der Weltwirtschaft werden immer schwärzer. Nach Russlands Invasion der Ukraine stellen sich grundlegende Fragen zu Europas Abhängigkeit von russischer Energie und zur geopolitischen Stabilität des Kontinents. Der daraus resultierende, deutliche Rohstoff-preisanstiegkurbelt die ohnehin über dem Zielwert liegende Inflation zusätzlich an. Damit besteht ein ernsthaftes Risiko, dass sich die längerfristigen Inflationserwartungen aus ihrer Verankerung lösen. [mehr]

Q&A with Silvia Cuneo

28. April 2022
Region:
International
Autor:
Silvia Cuneo
Q&A with
125
Silvia Cuneo, Online Food Delivery and Marketplaces Analyst, provides insights whether or not food delivery is still popular now that restaurants have reopened, if delivery fee matter and if grocery delivery is a threat or opportunity. [mehr]

Key takeaways from the ESG Conference

27. April 2022
Region:
International
Thema:
Nachhaltigkeit
Autor:
Debbie Jones
Thematic Research
126
Deutsche Bank Research recently hosted its second annual Global ESG conference in March of this year. The purpose of the virtual event was to enable corporate & investor engagement on sustainability strategies. In addition to corporate presentations and meetings, Michael Bloomberg, UN Secretary-General’s Special Envoy for Climate Ambition and Solutions and Chair of the Task Force on Climate-related Financial Disclosures served as the keynote speaker. Featured sessions included Nike's Sustainabilty team and Mastercard's Shamina Singh, Founder & President of the Center for Inclusive Growth. [mehr]

Video: Internet sector

25. April 2022
Region:
International
Autor:
Nizla Naizer
dbInSights - public
129
From Meal kits to Food Delivery, Online Cars to Online Fashion, Real Estate Classifieds to Travel Marketplaces, Deutsche Bank Research differentiates their work with the use of primary research to give further weight to recommendations. Watch video for more. [mehr]

Prepare for a hard landing

22. April 2022
Region:
International
Autor:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
130
The storm clouds over the global economy have darkened dramatically. Russia’s invasion of Ukraine has led to fundamental questions about Europe’s dependence on Russian energy and the continent’s geopolitical stability. It has also significantly pushed up commodity prices, exacerbating above-target inflation, and creating a serious risk that longer-term expectations become unanchored. [mehr]

Q&A with Nizla Naizer

21. April 2022
Region:
International
Autor:
Nizla Naizer
Q&A with
131
‘Q&A with’ we talk to Nizla Naizer, whose research focuses on the media and online sector. Nizla talked to us about the different sectors she covers, what internet companies think about inflation and online subscription wallets. [mehr]
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