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.
Claudio de Sanctis
CIO special reports and updates
Brexit: the end of the endgame?
The UK prime minister has warned of the “strong possibility” of a no deal Brexit.
ECB stimulus expanded and extended
The ECB meeting today brought a new batch of monetary stimulus measures.
USD driven by risk sentiment
The U.S. Dollar Index (DXY) has been on a sustained downwards path since late March 2020.
Vaccine trial news: a shot in the arm for markets
Interim Phase 3 trial results suggest one potential coronavirus vaccine could be 90% effective.
Europe: more volatility as COVID-19 restrictions deepen
COVID-19 infection numbers continue to rise. European governments are starting to impose stricter restrictions.
China’s Q3 GDP indicates continual recovery
China’s Q3 GDP confirmed that China is on a recovery track.
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.
Asian PMIs suggest uneven recovery
Purchasing manager indices (PMIs) in China and India have indicated a manufacturing-led recovery.
Election 2020 Update: the POTUS tests positive for COVID-19
President Trump, along with the First Lady, have tested positive for Covid-19.
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.
ECB struggles to address EUR problem
The ECB has left its monetary policy stance unchanged.
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.
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.
India: RBI pauses, cites inflation
The Reserve Bank of India (RBI) kept repo and reverse repo rates unchanged in its monetary policy announcement today.
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.
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.
EU recovery fund – a deal, finally
The EU summit has reached a deal on the EUR750bn recovery fund, of which EUR390bn will be grants.
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.
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.
CIO Special: COVID-19
Stay disciplined in uncertain times.
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