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Video: This time its different for Asian currencies

15. Mai 2023

Video: This time it's different for Asian currencies

Region:
International
dbInSights - public
Autor:
Malika Sachdeva
Video ansehen 
Mallika Sachdeva shares some quick takeaways about why she thinks that this time it's different for Asian currencies compared to the Global Financial Crisis of 2008 when Asian currencies came under extreme stress. [mehr]

Weitere Dokumente zum Thema "International"

440 (11-22)
    

Montags-Marktcall vom 11. September 2023

11. September 2023
Region:
International
Autor:
Marc Schattenberg
Montags-Marktcall
11
Die EZB dürfte ihre Leitzinsen am Donnerstag unverändert lassen. Es wird aber interessant, wie „hawkish“ die Pressekonferenz ausfallen wird und insbesondere, wie die Inflations- und Konjunkturrisiken kommentiert werden. Im Vorfeld der am 20. September anstehenden Fed-Sitzung dürften unter anderem die August-Daten zu den US-Verbraucher- und Erzeugerpreisen erhöhte Aufmerksamkeit bekommen. Wir es um die chinesische Konjunktur steht, werden am Freitag die Meldungen zur Industrieproduktion und zu den Einzelhandelsumsätzen für den August näher beleuchten. [mehr]

Q&A with Anna Friedemann

7. September 2023
Region:
International
Autor:
Anna Friedemann
Q&A with
12
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania.
In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [mehr]

Video: Latest US consumer price report

14. August 2023
Region:
International
Autor:
Brett Ryan
dbInSights - public
14
US inflation ticked up slightly in July as widely expected, but the broad moderating trend since a year ago appears to still be in place. What does it mean for the Federal Reserve and hopes for a soft landing? For this and more, please check out our latest video with Deutsche Bank’s senior US economist Brett Ryan and Americas Communications head Brian Blackstone. [mehr]

Is disinflation different this time around?

26. Juli 2023
Region:
International
Autor:
Matthew Luzzetti, Peter Hooper
Thematic Research
17
Over the past year, the view that a recession would be needed to enable the Fed to achieve its firm target of returning inflation to 2% has gone from long shot to consensus view to, essentially, a coin toss. In their recent US Economic Perspectives report, Deutsche Bank Research attempts to answer the question: Recession or soft landing: Is disinflation different this time? [mehr]

Die Uhr tickt

23. Juni 2023
Region:
International
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
Weltwirtschaftlicher Ausblick
20
Wir vertreten bereits seit zwei bis drei Jahren die Auffassung, die USA bewegten sich auf den ersten durch politische Entscheidungen ausgelösten Boom-Bust-Zyklus seit mindestens vier Jahrzehnten zu. Die Hauptursache für die aktuellen Inflationsraten ist vor allem in einer expansiven Fiskal- und Geldpolitik zu suchen, und inzwischen werden die Zinsen aggressiv angehoben, um den Preisauftrieb unter Kontrolle zu bringen. Es wäre eine historisch einmalige Leistung, wenn eine harte Landung vermieden würde. [mehr]

Can AI replace humans in thematic investing?

22. Juni 2023
Region:
International
Autor:
Ganchi Zhang
Thematic Research
21
Artificial intelligence (AI) is rapidly changing the way investments are made, including thematic investing. In a new report by the quantitative research team, they provide a comprehensive framework for using AI in active thematic investing. AI can not only identify the ever-changing market drivers but also help make informed investment decisions with diverse exposure. [mehr]

Precious Metals: The foundations of price formation

20. Juni 2023
Region:
International
Autor:
Michael Hsueh
Thematic Research
22
Precious metals and gold in particular have befuddled analytical attempts to explain and predict prices, perhaps because no single framework seems to work without fail over time. While some might throw up their hands and avoid precious metals altogether, our response is twofold – first, that there are tried and true basic principles that can be applied to explain precious metals performance over the economic cycle, and second, that deviations from frameworks are useful learning opportunities in and of themselves. [mehr]
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