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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
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May 13, 2020

COVID-19 and the Impact of US Jobs

Region:
International
Thematic Research
Analyst:
Brett Ryan, Justin Weidner, Matthew Luzzetti
After shrugging off a historic plunge in April employment, market participants will likely need to digest further record-setting monthly declines in core CPI inflation as well as April retail sales and industrial production. However, with financial markets seemingly numb to the bad data news, Fed Chair Powell's appearance on Wednesday may overshadow what is likely to be epic weakness in this week's economic data. [more]
71
March 24, 2020

Global Economic Update with Torsten Slok

Region:
International
Thematic Research
Analyst:
Matthew Barnard, Torsten Slok
The world economy has, to all intents and purposes, ground to a halt with widespread social distancing and lock-down measures resulting in the closure of restaurants, retail, travel, sporting events and many other business. The impact on local and global growth is unlike any other period in the past as governments come up with economic rescue packages underwritten by central bank easing. [more]
77
March 3, 2020

The Luxury goods market is evolving with a push towards sustainability

Region:
International
Thematic Research
Analyst:
Francesca DiPasquantonio
Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. In a recent Deutsche Bank Research consumer survey on what criteria are important for luxury spending and how they have changed over time: sustainability saw the third largest increase to importance when purchasing luxury. [more]
78
February 28, 2020

COVID-19: How policy can buffer the virus shock

Region:
Europe
Thematic Research
Topic:
Macroeconomics
Analyst:
Mark Wall
In addition to absorbing a virus shock through the China export demand and supply chain channels, Europe now has to absorb a domestic outbreak. Voluntary steps to prevent the spread of the coronavirus (“social distancing”) as well as official containment measures are likely to disrupt economic activity. We expect disruption beyond northern Italy, an area which accounts for about 5% of euro area GDP. A temporary economic shock similar in scale to Hong Kong’s when SARS struck in 2003 would only need to occur in 10% of the euro area for area-wide GDP to stagnate in H1 and take the zone to the verge of technical recession. It is a highly fluid situation, but this might be a best case outcome. [more]
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