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US keeping solid global growth alive

November 15, 2018
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 recent/upcoming political developments (US election, Brexit, Italy, etc.) and major risks in the rest of 2018. Find also our views on the Fed, the ECB, and all major asset classes. [more]

More documents contained in "The House View - Snapshot"

15 (13-15)
July 25, 2017
13
As markets enter into the summer lull, it is useful to take a step back. The global economy is in better shape than it has been in several years. This has allowed other central banks to follow the Fed and gradually start their exit journey, a process that is a historic challenge given the unprecedented level of monetary accommodation. But with inflation still below target, a key part of the normalisation puzzle is still missing. [more]
April 25, 2017
Analyst:
15
Politics remain a key focus for markets, but the latest developments in Europe are positive. In France, the first round of the presidential election ruled out the least market-friendly ‎outcome, and although eurosceptic Marine Le Pen is in the run-off as expected, polls suggest reformist Macron should win. The snap election called in Britain for June is a material positive game-changer for Brexit negotiations. [more]
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