CIO Archive

Results: 580 Matches

08. Nov 2019 Equities

Quarterly earnings aren't what's driving stocks

Chart of the week

07. Nov 2019 Macro

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Politics, Macro
06. Nov 2019 Equities

Americas CIO View

By: David Bianco

Macro and earnings no worse than feared, but is this rally justified?

04. Nov 2019 Macro

Investment Traffic Lights

October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how untroubled markets can be when central banks keep serving them monetary cocktails.

Fixed Income, Equities, Alternatives, Multi Asset
01. Nov 2019 Politics

Lessons from the Brexit saga

Chart of the week

Macro, Politics
31. Okt 2019 Alternatives

CIO Commodity Commentary

By: Darwei Kung

Volatile times ahead

Alternatives, Commodities
25. Okt 2019 Equities

Investors know which Brexit they favor

Chart of the week

24. Okt 2019

With "victories" like this…

Prime Minister Boris Johnson won a rare half-victory in the House of Commons. This has prompted us to revise our DWS Brexit scenario probabilities.

21. Okt 2019 Monetary policy

U.S. Economic Outlook

By: Christian Scherrmann

The end of a cutting cycle ahead?

Monetary policy, Macro, Central banks
18. Okt 2019

A new Brexit deal? That was the easy bit!

Even if the Commons were to endorse Boris Johnson's new deal on Saturday, further stumbling blocks remain.

18. Okt 2019

Where have all those profits gone?

Chart of the week

11. Okt 2019

How much worse can things get in Germany?

Chart of the week

08. Okt 2019 Monetary policy

Lessons from the U.S. repo-market turmoil

By: Johannes Müller

The abrupt repo-rate increase shouldn't have come as a surprise to the Fed. While short-term factors played a role, long-term bugs need to be addressed.

Central banks, Government Bonds, Monetary policy
04. Okt 2019

CIO View complete

Get the full pdf

04. Okt 2019

Vive la divergence!

Chart of the week

Macro, Equities
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