PERSPECTIVES Weekly: The Investment podcast

By Deutsche Bank

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Category: Investing

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Subscribers: 9
Reviews: 1
Episodes: 56

Jason
 Sep 28, 2021
Great, but sometimes bad sound quality which is really annoying and in general a bit too sophisticated and long.

Description

Direct from the Chief Investment Office (CIO) of Deutsche Bank's Private Bank, this Weekly Investment Outlook is designed to brief you on our views about the week ahead. Each week, a senior member of our CIO team will summarise the most significant events we expect to take place over the coming days, how these might affect the markets and what the broader implications might be for the global economy. For more investing insights, please visit www.deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany’s Federal Financial Supervisory Authority (BaFin) and by Germany’s central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States. Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group. The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Episode Date
Trade talks, corporate forecasts, and the inflation outlook
May 11, 2025
A moment of calm after the tariff storm
May 04, 2025
On the lookout for tariff clarity
Apr 27, 2025
Tariff u-turn as earnings season kicks off
Apr 14, 2025
The tariff market jolt: where we go from here
Apr 07, 2025
The peak of policy uncertainty
Mar 30, 2025
Inflation, Tariffs and the Growth Dilemma
Mar 23, 2025
An updated outlook, and a Fed decision on tap
Mar 16, 2025
Volatility amid tariff back-and-forth
Mar 09, 2025
What’s behind the strength in European stocks?
Mar 02, 2025
Sturdy stocks, stubborn interest rates
Feb 23, 2025
Inflation’s forex influence, and signs of strength in China
Feb 16, 2025
Earnings strength, and a complex tariff picture
Feb 09, 2025
What’s next for A.I., and central banks
Feb 02, 2025
All eyes on the U.S.
Jan 26, 2025
Two elephants – tariffs and China growth
Jan 20, 2025
Tremors in the bond market, and an earnings season preview
Jan 12, 2025
The last Fed meeting of 2024
Dec 15, 2024
Jobs data, Fed policy, and the outlook for stocks
Dec 08, 2024
Climate investment: the news from COP29
Dec 01, 2024
Beyond turkey and pumpkin pie: all eyes on the US consumer
Nov 24, 2024
The fiscal picture comes into focus
Nov 17, 2024
Post-election market jump: What’s next?
Nov 10, 2024
Election Day, a Fed decision, and earnings roll in
Nov 03, 2024
Widening: spreads, fiscal deficits and BRICS
Oct 27, 2024
Another cut from the ECB, and quarterly earnings in the U.S. and Europe
Oct 20, 2024
Third-quarter earnings, bond moves, and an ECB decision
Oct 13, 2024
Fed boosts Asia
Oct 06, 2024
VP debate, stimulus in China, and the U.S. jobs report
Sep 29, 2024
Life after 50 bps
Sep 22, 2024
Fed watch: how deep will it cut?
Sep 15, 2024
An important jobs report, and the return of volatility
Sep 08, 2024
Earnings expectations, and an important jobs report
Sep 01, 2024
The Fed’s next move, the U.S. election, and news from the AI sector
Aug 25, 2024
Price pressures, economic growth, and Jackson Hole
Aug 18, 2024
What to watch after a week of big market moves
Aug 11, 2024
China and Japan: on different paths
Aug 04, 2024
Repricing
Jul 28, 2024
U.S. Economy: Bending, but not breaking
Jul 21, 2024
Rotations during Summer Trading
Jul 14, 2024
Earnings season kicks off
Jul 07, 2024
A view on the AI boom
Jun 30, 2024
FX in the shadow of rates
Jun 23, 2024
The economy and stocks: rising forecasts
Jun 16, 2024
ECB pivots, Fed decision awaits
Jun 09, 2024
E&CB – Elections & Central Banks
Jun 02, 2024
Cut ahead – at least in Europe
May 26, 2024
Goldilocks ahead?
May 19, 2024
All eyes on U.S. economic data
May 12, 2024
Action in Asia
May 05, 2024
Earnings strength, Fed in focus
Apr 28, 2024
Quality prevails
Apr 21, 2024
Higher for a bit longer
Apr 14, 2024
American Exceptionalism
Apr 07, 2024
Here come the doves
Mar 24, 2024
(Un)eventful week ahead?
Mar 17, 2024