Markets are buoyant and President Biden’s first 100 days in office have seen a wide range of policy initiatives. But will the next 100 days be more difficult? Deepak Puri, Chief Investment Officer for the Americas at Deutsche Bank International Private Bank, discusses forthcoming U.S. economic data, the medium-term market outlook and the investment challenges ahead.
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Weekly Investment Outlook: April 26, 2021 – Is earnings growth about to peak?
Christian Nolting, Chief Investment Officer and Head of Investment Solutions at Deutsche Bank’s International Private Bank, explains what to look for in a crucial week of earnings and why the muted market reaction to remarkable results so far is a healthy response.
Weekly Investment Outlook: April 19, 2021 – Earnings gains and growth hopes
Corporate earnings reports for Q1 2021 are beating expectations, reflecting hopes of economic recovery. Gerit Heinz, Chief Investment Strategist for Deutsche Bank’s International Private Bank explains the driving forces behind U.S. and Chinese economic revival. He also looks at the European Central Bank’s policy options at its April 22 meeting as the Eurozone struggles for lift-off.
Weekly Investment Outlook: April 12, 2021 – Treading carefully as global optimism grows
Equity markets have reached new highs, but can this continue as the world wobbles its way to recovery from COVID-19? Tuan Huynh, Chief Investment Officer for Deutsche Bank’s International Private Bank in Europe and Asia, explains which fiscal, regional and corporate data points he’ll be watching over the coming earnings season and beyond.
Weekly Investment Outlook: March 29, 2021 – Lessons from Q1 for Q2
Christian Nolting, Global Chief Investment Officer for Deutsche Bank’s International Private Bank, discusses lessons for the second quarter from the first quarter and why he is optimistic that growth will return in areas that have so far been subdued this year.
Weekly Investment Outlook: March 22, 2021 – Signs of light amid the storms
Gerit Heinz, Global Chief Investment Strategist at Deutsche Bank's International Private Bank, discusses the purchasing managers' index (PMI) data he expects to see from around the world this week, and what it could tell us about the trajectory of different sectors and regions. Also discussed is the outcome of last week's Federal Open Market Committee (FOMC) meeting in the U.S., and the publication of our Q2 Insights report, which provides an update on the CIO team's predictions for 2021 about the macro impacts of COVID-19.
Weekly Investment Outlook: March 15, 2021 – U.S. and China decisions with global implications
Tuan Huynh, Chief Investment Officer Europe and Asia at Deutsche Bank's International Private Bank, gives his reaction to the massive stimulus package signed into law by President Biden in the U.S. and the surprising conservatism at China's National People's Congress as the government set out its post-COVID growth strategy.
March 8, 2021 – America's $1.9trn bid to overcome COVID-19
Deepak Puri, Chief Investment Officer Americas at Deutsche Bank's International Private Bank, gives his reaction to the COVID-19 relief bill approved by the U.S. Senate over the weekend; comments on a rollercoaster week (with more to come) for local markets; and rounds up the inflationary indicators he'll be watching in the weeks ahead.
March 1, 2021 – Yields, yields, yields
Christian Nolting, Chief Investment Officer and Head of Investment Solutions at Deutsche Bank's International Private Bank, explains why movements in U.S. Treasury yields are especially important to investors right now as the U.S. government implements a huge stimulus programme designed to boost the economic recovery.