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Monetary turnaround and more expansionary fiscal policy push yields upwards
Since the beginning of the year, both short-term and long-term government bond yields have risen considerably in the developed markets (i.
Since the beginning of the year, both short-term and long-term government bond yields have risen considerably in the developed markets (i.e. the US, the euro area and the UK; Japan is an exception), even though they are still low. [more]
By providing a high degree of privacy in payments, cash helps to slow the growing information asymmetry between consumers and companies as well as between citizens and public authorities. As knowledge about your counterparty is power, privacy is crucial for individuals to safeguard their position when dealing with organisations which are more powerful than a single person. [more]
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability. [more]
Read on for our recap of the evolving macro outlook and the shifting trends in monetary policy. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]
There are two main investment philosophies out there: discretionary and systematic. While still a minority, systematic investing has grown increasingly popular over the years and it is the focus of our team’s research. [more]
Oliver Wyman and Deutsche Bank have today released their fourth annual wealth management report, titled “Out of the pit stop - into the fast lane”, in which they provide an overview of recent industry trends and the outlook for future developments. [more]
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]
This is the 8th annual Deutsche Bank survey of global prices and living standards from various countries and cities around the world. We’ve focussed the analysis on 50 cities relevant to global financial markets. [more]
Who pays when a tariff is imposed on an imported product? Formally, of course, it is the importer that is assessed the tariff. But if the exporter has lowered her price, the tariff-inclusive price may not be higher than the prevailing price before the tariff was introduced. [more]
China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets (EM) indices, understanding the market dynamics of China's equity markets will be increasingly critical, as Chinese equities are set to become an increasing proportion of the global opportunity set, driven by their increasing role in EM equities. Deutsche Bank’s research team looks at the distinguishing features of China's onshore and offshore markets. [more]
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? [more]
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]
Over the past 12 months, sportswear brands have grown exponentially and their shares are up 30% even against the background of general nervousness in equity markets. What is behind this optimism, and is it still warranted when there are so many concerns about global growth? [more]