1. Research
14 Documents
    
April 11, 2019

Balancing out

Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
4
This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]
October 16, 2018

Markets after the recent sell-off

Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
10
This edition reviews recent market moves and outlines Deutsche Bank Research's key views moving forward. Read on for our recap of the global macro outlook, key ongoing/upcoming political developments (Brexit, Italy, US mid-term, etc.) and major risks in the rest of 2018. Find also our views on US macro and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. [more]
September 11, 2018

Mind the (political) hurdles

Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
11
We’re at the stage of the policy tightening cycle where history suggests a higher likelihood of accidents in financial markets. Recent events support that, with markets buffeted by negative headlines from Italy, Turkey, Argentina, and broader EMs. Although there are idiosyncratic risks in the above, they are being magnified by a persistent, if steady, Fed tightening cycle and an ECB that is tapering towards a QE standstill. Meanwhile Brexit and trade wars bubble along in the background. [more]
July 25, 2018

Tug of (trade) war

Region:
International
Analyst:
Himanshu Porwal, Marcos Arana, Quinn Brody
The House View - Snapshot
12
This edition reviews the global macro outlook, the risk and effects of a trade war, and geopolitical developments in Europe. Read on for our views on the US macro outlook and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. Find also a summary of our views on key themes as well as on the different asset classes and the main macro and markets forecasts. [more]
12
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