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Results: 213 Matches

23-Mar-23 Allocation

DWS Long View - 2023

By: Jason Chen, Francesco Curto, Dirk Schlüter

In this edition of the Long View, we examine the risks around monetary policy tightening measures.

Allocation, Multi Asset
23-Mar-23 CIO Flash

Fed and Treasury won’t come to the rescue

The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.

Macro, Fixed Income, Central banks, Private Equity
20-Mar-23 CIO Flash

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Inflation, Macro, Fixed Income
17-Mar-23 ESG

Too few companies use internal water pricing

Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.

Central banks, Americas, Macro
16-Mar-23 CIO Flash

Another volatile day for financial markets

Tensions that may ultimately help bring down inflation

Inflation, Macro, Fixed Income
13-Mar-23 CIO Flash

The (first?) prominent victim of the 2022 hiking cycle

Will Silicon Valley Bank’s insolvency spill over into broader markets?

Inflation, Macro, Fixed Income
10-Mar-23 Forecasts

Our forecasts

All forecasts at a glance

Fixed Income, Macro, Equities, Alternatives, Commodities
10-Mar-23 Fixed Income

Tales of the Unexpected

Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.

Central banks, Americas, Macro
09-Mar-23 ESG

Transforming transportation

By: Michael Lewis, Maria Milina, Richard Marshall

Policies to electrify European roads

Macro, ESG, Alternatives
06-Mar-23 APAC CIO View

APAC CIO View

The Chinese economy is on track for stronger growth in 2023

Asia & Pacific, Equities
03-Mar-23 Macro

U.S. Economic Outlook

By: Christian Scherrmann

Labor market tightness and its implications for monetary policy

Macro
03-Mar-23 Americas

Plenty of U.S. jobs, still too few takers

Never since the 1940s have so many U.S. job openings coincided with so few job seekers. This help explain why the Fed is likely to continue its hawkishly cautious stance.

Central banks, Americas, Macro
24-Feb-23 Macro

How and why “money” matters again

Monetary aggregates can help increase accuracy in inflation forecasts. It is nice to see such ideas finally catching on again, but don’t get carried away either.

Central banks, Americas, Macro
17-Feb-23 Eurozone

Markets hardly impressed by the Ukraine war

The start of the war a year ago caused markets to plummet, as did expectations. Recently, these were mostly exceeded in Europe. How long can the markets thrive on this?

Central banks, Americas, Macro
10-Feb-23 Eurozone

When monetary policy gets complicated

Market participants appear to feel far more certain than the ECB itself that they already know what interest rates will be appropriate. We try to explain why.

Central banks, Americas, Interest rates
Results 181-195 of 213
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