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Supported global growth

May 22, 2018

Supported global growth

Region:
International
The House View - Snapshot
Analyst:
Himanshu Porwal, Marcos Arana, Quinn Brody, Raj Hindocha
PDF 183k
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]
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More documents contained in "The House View - Snapshot"

29 Documents
    

Hope on the Horizon

November 25, 2020
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
1
The global economic outlook has improved since September thanks to the positive vaccine news, and we now see global GDP returning to its pre-virus levels in Q2 2021. Significant risks around this forecast remain both to the downside (if the virus were to spread more severely this winter or a vaccine rollout were delayed) and the upside (if a vaccine rollout is quicker than anticipated). [more]

Navigating the New Normal

September 24, 2020
Region:
International
Analyst:
Henry Allen, Jim Reid, Marion Laboure
The House View - Snapshot
2
Over the summer months, the outlook for the global economy and financial markets has brightened. As such, we now see the global economy contracting by a smaller -3.9% this year, with global activity returning to its pre-virus level by the second half of next year, albeit with the major developed countries likely to take several more quarters to reach the same point. [more]

Balancing out

April 11, 2019
Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
12
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]
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