April 24, 2020
Higher debt is a necessary price to pay – episode 1
The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the post-World War II period. Matthew Luzzetti, Chief US Economist shares his insights.
April 17, 2020
The end of the free market: impact on currencies and beyond
There is no such thing as a free market anymore. All developed central banks have cut rates to zero and buying trillions of assets. Inflation is very low. A global liquidity trap may be in the making. In a world of international yield curve control and administered asset prices, what does that mean for FX?
April 6, 2020
Impact of Covid-19 on the global economy: Beyond the abyss
We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down.
March 24, 2020
Global Economic Update with Torsten Slok, March 2020
Torsten Slok, Chief Economist, DBSI, provides his view on the latest US and global forecast, along with his insights on the monetary responses from the Federal Reserve.
March 3, 2020
Luxury Goods: What consumers want
Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustainability. Those brands that will be able to incorporate newness with sustainability are the likely winners.
February 18, 2020
Green Bonds – Increasingly Relevant in the Corporate Bond Market
There were few asset classes that saw quite the stratospheric growth in 2019 like the green bond market. How is 2020 shaping up? Craig Nicol, Credit Research Analyst, shares his insights.
February 11, 2020
Global Economic Update with Torsten Slok, February 2020
Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
February 3, 2020
Brexit update: a short guide to the next stage in talks
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations.
January 21, 2020
The House View: 2020 Outlook – Gaining Speed
Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
January 9, 2020
Cryptocurrencies: the 21st century cash
Until now, cryptocurrencies have been additions, rather than substitutes, to the global inventory of money. Over the next decade, this may change. Overcoming regulatory hurdles will broaden their appeal and raise the potential to eventually replace cash.