Chart archive

210 (31-40)
Date
Title
Link
No.
Periodical
Author
Region
Country
Product Name
Teaser
09.01.2017
33
Region:
Product Name:
The global economy and markets enter 2017 on considerably firmer footing than last year. The outlook has improved for developed economies as growth momentum has picked up in recent months and risk assets across the board have continued the rally sparked by Trump's unexpected victory. But far more importantly, we believe that the election of Trump as the 45th President of the United States will fundamentally re-order the economic, financial and security arrangements of the post-WW2 era, and we believe that these changes will have a significant impact on the economic performance of nations, industries and corporates across the globe. [more]
29.11.2016
37
Region:
Product Name:
Trump’s win may have opened a new chapter for the US. The shift toward a more balanced mix of easy monetary and fiscal policy and looser regulation is expected to jumpstart the economy, ending years of low growth and inflation. Faster US growth would also have positive spillovers to the rest of the world. [more]
11.11.2016
39
Region:
Product Name:
The House View Special - US election: A potential game changerThat the outcome of the US election was unexpected is an understatement. Few dared forecast a Trump victory, let alone a Republican sweep. Yet with Trump headed to the White House and the Republicans retaining control of both houses of Congress, the US has elected a unified government for the first time since 2008.Despite criticism of some of Trump’s policies, they could provide a material boost for growth and, in return, for risk assets, if they are implemented well. He has pledged a large fiscal stimulus, ambitious tax cuts and reduced regulation. The fiscal plan would represent the first tangible shift away from the policy mix that has prevailed since the crisis -- very accommodative monetary policy compensating for tight fiscal policy -- and that many investors have been hoping for over the last year.There is a risk that these policies will not be fully implemented, especially given that Trump’s fiscal plans could lead to a larger deficit than Congress will allow. This means that policy uncertainty will prevail for the time being. Moreover, not all of Trump’s proposals are positive. The biggest threat to growth is a possible protectionist turn, which could depress global trade and even trigger trade wars. A further risk is that Trump’s successes result in political spillovers to the upcoming elections in Europe by strengthening the fringes of the political spectrum.Markets have so far given this result the benefit of the doubt, embracing the potential boost to growth and inflation that could come from a shift in the policy mix. The extent to which this continues will depend on the policy signals from the next administration over the coming months. A Trump Presidency should be positive for the dollar and US equities and should allow for the continuation of yield curve steepening. You can access a two-page update of Deutsche Bank Research's views on global macro, monetary policy and markets, as [more]
1
2
3
4
5
6
7
8
9
10