Supported global growth

Analyst:

Himanshu Porwal, Marcos Arana, Quinn Brody, Raj Hindocha

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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]

Deutsche Fassung ➜

Covid-19: Health check on the global economy

May 13, 2020

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Analyst:

Henry Allen, Jim Reid, Marion Laboure

Read on for our discussion of the economic outlook and the evolution of downside risks. We also outline our views on major central banks, key political developments, and major risks. In addition, we update our cross asset market views. [more]

2020 Outlook – Gaining Speed

January 16, 2020

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Analyst:

Henry Allen, Jim Reid, Marion Laboure

Back on track

December 2, 2019

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Analyst:

Henry Allen, Jim Reid, Quinn Brody

Shelter from the storm

October 22, 2019

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Analyst:

Jim Reid, Quinn Brody

Cushioning downside risks

September 11, 2019

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Analyst:

Jim Reid, Quinn Brody

Read on for our discussion of the economic outlook and our expectations for central bank responses. We also outline key recent/upcoming political developments (Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

Global monetary medicine on the way

July 23, 2019

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Read on for our discussion of the recent shift in central bank policy and the implications for the global economy. We also outline key recent/upcoming political developments (new European leadership, Brexit, trade war, etc.), major risks in 2019, and update our cross asset market views. [more]

Surveying slower growth

June 21, 2019

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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]

Trade war heat is on

May 17, 2019

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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]

Balancing out

April 11, 2019

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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]

Spring in sight?

March 12, 2019

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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 (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]

At the crossroads

February 8, 2019

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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 (Brexit, trade war, German/EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

Outlook for 2019: Growth to plateau, but not collapse

December 20, 2018

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