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Is covid-19 inflationary or deflationary?

13. Mai 2020

Is covid-19 inflationary or deflationary?

Podzept (Podcast series)
Autor:
Jim Reid, Oliver Harvey, Robin Winkler
Anhören Audio 61M
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates. [mehr]

Weitere Dokumente von Oliver Harvey

7 Dokumente
    

EM Currency and Local Markets Handbook

2. November 2022
Region:
International
Autor:
Oliver Harvey, Perry Kojodjojo
Podzept (Podcast series)
1
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]

Brexit update: a short guide to the next stage in talks

3. Februar 2020
Autor:
Luke Templeman, Oliver Harvey
Podzept (Podcast series)
2
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [mehr]

Brexit update: a short guide to the next stage in talks

3. Februar 2020
Region:
Europa
Autor:
Oliver Harvey
Thematic Research
3
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [mehr]

Brexit update: constitutional warfare

2. September 2019
Region:
Europa
Autor:
Oliver Harvey
Thematic Research
4
The government will hold a Queen's Speech - an outline of the government's legislative agenda. The votes on the Queen's Speech will be held on the 21st and 22nd October, with amendments possible only on these days. Under this schedule, the UK Parliament has just under a week in early September followed by just over a week in late October to prevent a no deal outcome. In practical terms, this schedule limits the ability of MPs to take a legislative route to block a no deal Brexit. [mehr]

Brexit update: constitutional warfare

2. September 2019
Autor:
Luke Templeman, Oliver Harvey
Podzept (Podcast series)
5
Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's Speech. This limits the ability of MPs to table legislation to prevent no deal Brexit and signals that the Johnson government may be prepared to break constitutional precedent to take the UK out of the EU without a deal. At the same time, it could crystallise opposition to a no deal Brexit this week in the House of Commons leading to a unity government. [mehr]

FX Blueprint: Italian Job

31. Mai 2018
Region:
International
Autor:
George Saravelos, Oliver Harvey, Robin Winkler
Thematic Research
6
Once more, Europe is becoming messy. We did not expect politics to turn so negative this year. The Italians face a difficult task of restoring investor confidence, and Italy is too important to ignore. But European volatility does not translate into US positivity; we believe the underlying dollar outlook remains negative, and the US midterms will add to political noise. Beyond the dollar, volatility breeds opportunity, and we identify numerous trades in currency crosses that should not be sensitive to messy American or European politics. [mehr]

Alive and Kicking: A Guide to FX as an Asset Class

2. Mai 2018
Region:
International
Autor:
Caio Natividade, Gautam Kalani, George Saravelos, Oliver Harvey, Robin Winkler, Rohini Grover, Shreyas Gopal, Vivek Anand
Weitere Research-Beiträge
7
Tagtäglich werden Währungen in Billionenhöhe gehandelt. Der Devisenmarkt ist daher zweifelsohne der größte und liquideste Finanzmarkt der Welt. Wie diese Studie zeigt, ist er jedoch trotz seiner Größe wohl auch der am wenigsten effiziente Markt, jedenfalls im Vergleich zu anderen Assetklassen. [mehr]
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