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Supported global growth

May 22, 2018
After a year of strong and highly synchronised global growth, momentum undeniably slowed this year. This has raised concern over the growth cycle, and the potential impact on risk assets. However, our global macro view remains positive and we still forecast the global economy to grow robustly this year. We have downgraded our 2018 forecast for the eurozone, which is balanced by an upgrade to our China forecast. In the US, our outlook is unchanged as fiscal policy begins trickling through the economy and the Federal Reserve continues to withdraw accommodation. [more]

More documents contained in "The House View - Snapshot"

23 Documents
April 11, 2019
6
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
11
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
12
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]
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