1. Research
  2. About us
  3. Analysts
  4. Analysts by first name

Matthew Barnard

38 Documents
    
July 15, 2022

Is the US already in a recession?

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
1
Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on. [more]
May 11, 2022

Why a recession by end-2023 should be the base case

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
2
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [more]
May 11, 2022

New Podcast: Why a recession by end-2023 should be the base case

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Thematic Research
3
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [more]
March 11, 2022

New Podcast: The Fed’s many challenges

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Thematic Research
4
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
March 11, 2022

The Fed’s many challenges

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
5
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
December 17, 2021

World Outlook 2022-23: Dodging the Tempests

Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
6
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom. [more]
1234
33.13.0