1. Research

The long road to recovery

June 30, 2020
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. Also, find our views on the Fed, the ECB, and all major asset classes. [more]

More documents from Jim Reid

63 (13-24)
September 24, 2020
13
Over the summer months, the outlook for the global economy and financial markets has brightened. As such, we now see the global economy contracting by a smaller -3.9% this year, with global activity returning to its pre-virus level by the second half of next year, albeit with the major developed countries likely to take several more quarters to reach the same point. [more]
September 21, 2020
Analyst:
15
Stefan and Jim discuss how Continental has been impacted by COVID 19; within the organisation and with external stakeholders across themes like working from home, where the company is now with ESG – the hottest topic pre pandemic ESG – supply chain issues, the relationship between the US and China and how is Tesla disrupting the market. [more]
September 16, 2020
16
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines. [more]
May 13, 2020
20
As our personal, business, social, and economic lives begin to change, this edition of Konzept examines 20 different ways in which the world will be different post covid-19. From working from home, to managing seismic industry change, and eventually paying for the astonishing stimulus measures, many difficult questions must be answered. And given the global health and economic backdrop remains highly uncertain, the way we frame the problems is just as important as the way we address them. [more]
May 13, 2020
22
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates. [more]
January 27, 2020
Topic:
24
This piece is the third in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound. [more]
19.5.0