Trading blows

Trade conflicts are likely to prove a defining feature of the next Trump presidency

What now for record U.S. money market funds?

Even after the Fed's first rate cut, the momentum of cash inflows remains high 

Frank Kelly’s Geopolitical Week Ahead | November 24, 2024

By: Francis (Frank) J. Kelly

France’s fragile coalition government faces a no-confidence vote, G7 foreign ministers meet to discuss Ukraine and Israel, Putin travels to Kazakhstan, and Washington’s favorite parlor game of “Who is Getting Which Nomination?” goes full-throttle.

DWS’s 2025 forecasts

2025: Continuation amid disruptions

By: Vincenzo Vedda

As Europe and China are not really getting into their stride, it is once again up to the U.S. and above all its consumers to keep the rally going. In our core scenario, we believe they can do that.

Our forecasts

All forecasts at a glance

Americas CIO View

Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts

Riding Red Ripples

The asset class implications of Donald Trump’s next term in office are becoming clearer

Frank Kelly’s Geopolitical Week Ahead | November 17, 2024

By: Francis (Frank) J. Kelly

President-elect Trump continues to name his Cabinet, the G20 meets in Brazil, the IAEA Board of Governors meet to discuss Iran’s nuclear program, and the 1000-day anniversary of Russia’s invasion of Ukraine.

Debt or Alive?

Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.

10 Themes - #8: De-dollarization - vision or reality?

The eighth topic in the series analyzes efforts to break the dollar's global dominance.

Americas CIO View

Trump returns: Priorities are growth and winning

Frank Kelly’s Geopolitical Week Ahead | November 10, 2024

By: Francis (Frank) J. Kelly

Preparing for the 2nd Trump Presidency, Peru hosts the APEC Summit and Brazil hosts the G20 Leaders while a muted COP29 begins, and markets wait for a slew of major economic reports.

Markets won’t regret change of German government

Even if the global economic cycle and new U.S. policies might dominate markets in the short term, a change of government could provide new impetus for German equities.

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning