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2008 (81-90)
23. Juni 2023

Die Uhr tickt

Region:
International
Weltwirtschaftlicher Ausblick
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 251k
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]
23. Juni 2023

Der aktuelle Wasserstand des Rheins weckt Erinnerungen an das Jahr 2022

Region:
Deutschland
Aktueller Kommentar
Thema:
Makroökonomie
Autor:
Marc Schattenberg
Online PDF 159k
Die aktuelle Entwicklung der Wasserstände des Rheins weckt Erinnerungen an das vergangene Jahr, als es im Sommer zu massiven Problemen für die Rheinschifffahrt kam. Seit Juni ist der Pegel nun ähnlich stark gesunken wie im letzten Jahr. Sollten sich die Wasserstände den Tiefstständen von 2018 oder 2022 annähern oder diese erreichen, könnte dies die Erholung der deutschen Wirtschaft beeinträchtigen, die wir bereits jetzt als eher bescheiden einschätzen. [mehr]
20. Juni 2023

Precious Metals: The foundations of price formation

Region:
International
Thematic Research
Autor:
Michael Hsueh
PDF 918k
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]
20. Juni 2023

Video: Precious metals handbook

Region:
International
dbInSights - public
Autor:
Michael Hsueh
Video ansehen 
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]
15. Juni 2023

The clock is ticking

Region:
International
The House View - Snapshot
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 282k
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [mehr]
15. Juni 2023

Video: Quantcraft: Can AI replace humans in thematic investing?

Region:
International
dbInSights - public
Autor:
Ganchi Zhang
Video ansehen 
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [mehr]
14. Juni 2023

Supply chain diversification: Europe's investment patterns in Asia

Region:
International
Thematic Research
Autor:
Joey Chung, Malika Sachdeva
PDF 916k
The diversification of supply chains is becoming an increasingly important theme for corporates. A series of economic and geopolitical shocks in recent years have exposed the vulnerabilities of concentrated supply chains, and are prompting conversations around the option set for corporates, particularly around China Plus One strategies. [mehr]
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