Following an important ECB policy meeting and US CPI numbers out last week, Gerit Heinz, Global Chief Strategist for Deutsche Bank’s International Private Bank, explains what this means for the markets along with his outlook for the week ahead. Global growth and inflation are trending higher, with all eyes focused on the language to come out of the Central Bank meetings in the US this week.
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Weekly Investment Outlook: June 7, 2021 – Employment wins and inflation woes
Sebastian Janker, Head of the Chief Investment Office for Europe and the Americas at Deutsche Bank International Private Bank, discusses U.S. labour and consumer prices data as well as policy options for this week’s ECB meeting.
Weekly Investment Outlook: May 31, 2021 – All eyes on U.S. non-farm payrolls
Global growth forecasts are trending upward, but could be affected by fresh U.S. data and the ongoing stimulus talks, says Deepak Puri, Chief Investment Officer for the Americas.
Weekly Investment Outlook: May 24, 2021 – Volatility still the name of the game
Markets are likely to remain volatile over the next couple of weeks but the economy is “on track” and some investors may even want to invest if there is a pull-back. Tuan Huynh, Chief Investment Officer for Europe and APAC, explains why he won’t be concerned if the swings of the past couple of weeks continue in the short term.
Weekly Investment Outlook: May 17, 2021 – Inflation stays centre-stage
Markets have been rattled by high U.S. inflation rates and price concerns seem likely to remain centre-stage for weeks to come. Gerit Heinz, Chief Investment Strategist at Deutsche Bank International Private Bank, explains the multiple factors behind increased inflation and discusses how markets may respond to this week’s developments in the U.S. and Europe.
Weekly Investment Outlook: May 10, 2021 – When is good news actually bad news?
Could a sustained rise in inflation cause central banks to start tapering earlier than expected? Sebastian Janker, Head of the Chief Investment Office for Europe and the Americas in the International Private Bank discusses the implications for yields and equity markets.
Weekly Investment Outlook: May 3, 2021 – Biden's next 100 days
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.
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.