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Some U.S. households are clearly getting squeezed by higher interest rates. How much of a macroeconomic impact this will have is surprisingly tricky, however.
By: Björn Jesch
How optimistic can we be about investments in 2024 if the year starts with a recession? We can to some extent because our forecasts focus on the end of the year.
All forecasts at a glance
Compared to the overall market, the U.S. bank sector is bobbling around near its record lows. Rightly so, we say, because banks don’t offer much to please shareholders.
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
By: Maria Milina, Robert Bush, Jason Chen
Once considered separate domains, economic and national security have seen growing convergence in recent years.
The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.
Our monthly market analysis and positioning
By: Robert Bush, Jason Chen, Maria Milina
“I skate to where the puck is going to be, not where it has been” - Wayne Gretzky, Professional Ice Hockey Player, and Coach
By: Siena Golan, Murray Birt, Aleksandra (Sasha) Njagulj
In the race to reach ‘net zero’ carbon emissions, much effort has been directed towards reducing the carbon produced in operating buildings
By: Richard Marshall
DWS’s major report on European Transformation concluded that a deep transformation is needed to maintain Europe’s sustainable prosperity.
Debates about a “soft landing” versus a U.S. recession rather miss some of the harder questions investors should really be concerned about.
By: Jason Chen, Dirk Schlüter
Fixed income returns in inverted yield curve environments
