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The global outlook is moving in a stagflationary direction.
The global outlook is moving in a stagflationary direction. Inflation momentum has continued to build, leading to central bank tightening that will slow growth across the key economies. Russia’s invasion of Ukraine has disrupted key commodity markets and supply chains. [more]
More documents contained in "The House View - Snapshot"
The storm clouds over the global economy have darkened dramatically. Russia’s invasion of Ukraine has led to fundamental questions about Europe’s dependence on Russian energy and the continent’s geopolitical stability. [more]
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. [more]
The short-term growth outlook has weakened amidst supply-chain issues and an energy shock that has boosted inflation. But there is still major fiscal support, whilst vaccines and other medicines will help against Covid. [more]
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 and major risks in 2020. [more]
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]
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]