Economic and market outlook

Gain expert perspective on the potential risks and opportunities ahead in the latest economic outlook published by our global Chief Investment Office (CIO).

Our latest reports

CIO Memo | Deutsche Bank Wealth Management

CIO Memo

BoE on hold as it’s "not there yet"

The Bank of England left interest rates unchanged as expected, but it also softened its language, dropping a warning about the potential for further policy tightening should inflationary pressures re-emerge.

Feb. 01, 2024


CIO Memo | Deutsche Bank Wealth Management

CIO Memo

U.S. FOMC: Looking for confidence

The Federal Reserve left interest rates unchanged and signalled that it is yet to be fully convinced that a rate cut is imminent.

Jan. 30, 2024


CIO Memo | Deutsche Bank Wealth Management

CIO Memo

China: stimulus provides temporary boost; more expected

We believe a recovery in Chinese equities is likely in the second half of 2024 as recent stimulus measures gradually take effect.

Jan. 29, 2024


CIO Memo | Deutsche Bank Wealth Management

CIO Memo

ECB waiting on data

As unanimously expected in advance, the European Central Bank (ECB) left key interest rates unchanged at its meeting today.

Jan. 25, 2024


Solar panels aerial view. Innovative solar panel island in Almere, Netherlands. Modern sustainable residential area.

Stocks

Annual Outlook 2024 | ESG: We‘re in this together

ESG investment has gone mainstream, with performance implications. Energy transition may point the way to investing in the sustainable economy.

Jan. 24, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Memo

Japan: dovish BoJ positive for equities

As the BoJ remains dovish, we believe the strong momentum in Japanese equities could continue in the near term.

Jan. 23, 2024


Paris Tour Eiffel skyline

Bonds

Annual Outlook 2024 | Bonds: Real rates matter

After years of extremely low interest rates, the investment universe is now complete again thanks to the renewed attractiveness of bonds as an asset class – and is likely to remain so for the foreseeable future in our opinion.

Jan. 18, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Memo

China: Q4 GDP weak amidst deflation

Chinese stock markets fell to multi-year lows after the country’s gross domestic product for the fourth quarter came in below expectations.

Jan. 17, 2024


CIO Memo | Deutsche Bank Wealth Management

CIO Memo

U.S. CPI: "Beware the cuts of March"

Higher-than-expected inflation figures for December will reinforce the Federal Reserve's view that a cautious approach to cutting interest rates will be required in the coming months.

Jan. 11, 2024


Engineer repairman holding hands CPU to insert into the socket of the motherboard. Technology hardware in the neon light

Stocks

Annual Outlook 2024 | Sectors: banking on tech

U.S. growth stocks are probably still the way to go for the long term. European and Japanese financials could appeal too, as well as consumer discretionary, industrials and energy.

Jan. 11, 2024


Serpentinen

Stocks

Annual Outlook 2024 | Risks: de-risking risks

Be aware that measures to create stability may just create new risks. Rates are still on our radar.

Jan. 09, 2024


CIO Special | Deutsche Bank Wealth Management

CIO Memo

Nonfarm payrolls: hot and cold

Official U.S. jobs figures came in stronger than forecast for December, leading to lower expectations that the Federal Reserve would start bringing interest rates back down in the next few months.

Jan. 04, 2024



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