Dear Reader,

 

The coronavirus (COVID-19) is affecting all of our lives profoundly. While the focus of the entire world right now is understandably on the immediate consequences and actions that need to be taken, it is becoming apparent that this crisis will have profound longer-term implications for our health, the markets and the global economy.

 

Whatever happens, our Chief Investment Office (CIO) team at Deutsche Bank Wealth Management will be here to monitor developments and analyse what they mean for clients, investors, business, governments and society at large. You can download their latest thinking on the situation at the links below.

 

We have a unique vantage point as the leading bank in Europe’s biggest economy. From short-term volatility to longer-term perspectives on how this crisis will change the world in the years to come, you can count on us to look around corners, anticipate what might come next and help you prepare.

The world faces testing times. Please do not hesitate to contact us if there is ever anything we can do to help you and your family to safeguard your financial future.

 

Yours,

Claudio de Sanctis

Head of the International Private Bank
CEO EMEA, Deutsche Bank   

CIO special reports and updates

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December 11

Brexit: the end of the endgame?

The UK prime minister has warned of the “strong possibility” of a no deal Brexit.

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December 10

ECB stimulus expanded and extended

The ECB meeting today brought a new batch of monetary stimulus measures.

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December 7

USD driven by risk sentiment

The U.S. Dollar Index (DXY) has been on a sustained downwards path since late March 2020.

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November 9

Vaccine trial news: a shot in the arm for markets

Interim Phase 3 trial results suggest one potential coronavirus vaccine could be 90% effective.

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October 28

Europe: more volatility as COVID-19 restrictions deepen

COVID-19 infection numbers continue to rise. European governments are starting to impose stricter restrictions.

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October 19

China’s Q3 GDP indicates continual recovery

China’s Q3 GDP confirmed that China is on a recovery track.

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October 9

India: RBI announces liquidity-boosting measures

The Reserve Bank of India (RBI) held rates at its meeting today, but conveyed a dovish tone with several liquidity boosting.

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October 7

Asian PMIs suggest uneven recovery

Purchasing manager indices (PMIs) in China and India have indicated a manufacturing-led recovery.

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October 2

Election 2020 Update: the POTUS tests positive for COVID-19

President Trump, along with the First Lady, have tested positive for Covid-19.

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September 16

FOMC Update: enacting a more dovish framework

The FOMC unsurprisingly kept their benchmark rate and asset purchases unchanged as it commenced a more flexible framework.

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September 10

ECB struggles to address EUR problem

The ECB has left its monetary policy stance unchanged.

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July 16

China: Q2 GDP confirmed steady recovery

China’s Q2 GDP turned positive at +3.2% YoY, a sharp turnaround from Q1 and higher than consensus.

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August 27

FOMC Update: a new approach to an old problem

Chairman Jerome Powell revealed the results of the central bank’s long anticipated monetary policy review, which will now follow a more flexible framework.

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August 6

India: RBI pauses, cites inflation

The Reserve Bank of India (RBI) kept repo and reverse repo rates unchanged in its monetary policy announcement today.

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July 31

Is the recent EUR/USD rally sustainable?

The EUR/USD recently breached its long-term 1.18 threshold in the wake of persistently strong price-momentum.

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July 29

Fed stays the course, but warns of a bumpy-road to recovery

The Federal Reserve continues to hold their policy rate, while also offering dovish forward guidance to help sustain the rebound in economic activity.

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Juiy 21

EU recovery fund – a deal, finally

The EU summit has reached a deal on the EUR750bn recovery fund, of which EUR390bn will be grants.

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July 16

ECB: Monetary policy unchanged, looking for fiscal support

The ECB left the monetary policy unchanged and did not discuss a tiering change despite increased excess liquidity.

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April 29

Capturing "kairos": the post-coronavirus world

Coronavirus has forced major changes to how we live and work, and has posed questions about how societies should operate in future.

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March 20

CIO Special: COVID-19

Stay disciplined in uncertain times.


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