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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"

22 Documents
    

Balancing out

April 11, 2019
Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
5
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]

Markets after the recent sell-off

October 16, 2018
Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
10
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]

Mind the (political) hurdles

September 11, 2018
Region:
International
Analyst:
Himanshu Porwal, Jim Reid, Quinn Brody
The House View - Snapshot
11
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]

Tug of (trade) war

July 25, 2018
Region:
International
Analyst:
Himanshu Porwal, Marcos Arana, Quinn Brody
The House View - Snapshot
12
This edition reviews the global macro outlook, the risk and effects of a trade war, and geopolitical developments in Europe. Read on for our views on the US macro outlook and the Fed, the eurozone and the ECB, and China’s macro outlook and risks. Find also a summary of our views on key themes as well as on the different asset classes and the main macro and markets forecasts. [more]
12
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