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Results: 127 Matches

17-Aug-25 Blog

Frank Kelly’s Geopolitical Week Ahead | August 17, 2025

By: Francis (Frank) J. Kelly

Trump hosting an extraordinary meeting with Ukrainian president and six European leaders, Israel poised to approve a controversial new West Bank housing plan, China seeks a deal with India on their border dispute, and global central bankers converge on Jackson Hole.

Elections
15-Aug-25 Chart of the week

Why U.S. growth is likely to slow

At least in terms of its demographic outlook, the U.S. is already well on its way to becoming far less exceptional than it was just a few years ago.

Americas, Demographics, Politics
14-Aug-25 Multi Asset

DWS Long View Q2 - 2025

By: Jason Chen, Dirk Schlüter

How sensitive are forecasts to prices?

Multi Asset
11-Aug-25 Asia & Pacific

APAC CIO View

Exploring the IP Playbook: From Japan to China

Asia & Pacific
08-Aug-25 Chart of the week

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

Globalization, Americas, Emerging Markets, Macro
03-Aug-25 Blog

Frank Kelly’s Geopolitical Week Ahead | August 3, 2025

By: Francis (Frank) J. Kelly

Trump threatens greater sanctions on Russia while sending an envoy to talk with Putin and nuclear subs off Russia’s coast, the tariff wars intensify for some countries, and the Bank of England decides on rates.

Elections
01-Aug-25 Chart of the week

A truce between two trading giants

As the preliminary deal with the European Union shows, Trump’s trade policies increasingly look like solutions in search of non-existent problems.

Americas, Europe
28-Jul-25 CIO Flash

Trade war averted

Less uncertainty at the price of higher tariffs 

Politics, Americas
25-Jul-25 Chart of the week

Weakening dollar, the start of a trend?

Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.

Americas, Currencies
20-Jul-25 Blog

Frank Kelly’s Geopolitical Week Ahead | July 20, 2025

By: Francis (Frank) J. Kelly

The EU holds high-level summits with Japan and China, Philippine President Marcos meets with President Trump, Taiwan holds recall elections, and the ECB meets on interest rates

Elections
18-Jul-25 Chart of the week

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Americas, Currencies
16-Jul-25 CIO Special

First cracks in the dollar's dominance

By: Vincenzo Vedda

It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.

Currencies, Crypto currencies
13-Jul-25 Blog

Frank Kelly’s Geopolitical Week Ahead | July 13, 2025

By: Francis (Frank) J. Kelly

President Trump to make “major statement” on Ukraine.

Elections
11-Jul-25 Chart of the week

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Americas, Artificial Intelligence, Digitalization
11-Jul-25 Asia & Pacific

APAC CIO View

Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation

Asia & Pacific
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