MACRO AND MARKETS

MACRO AND MARKETS, TRADE FINANCE

No trade, no gain? No trade, no gain?

flow reflects on the seismic changes in the economic world order over the past 12 months, drawing on insights from the Deutsche Bank Research latest Outlook. The focus around inflation and rate cutting remains, centred on the scale of potential US tariffs following the decisive Republican victory on 5 November

No trade, no gain? More

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TRADE FINANCE, MACRO AND MARKETS

Hello Beijing Hello Beijing

China’s continuing ‘opening up’ of its economy to overseas investors and corporates was very much in evidence at Sibos Beijing 2024, where 7000 delegates met up at the mainland capital's China National Convention Centre for the first time. flow’s Clarissa Dann reflects on the main conference programme insights into cross-border trade and its digitalisation journey

Hello Beijing More

TRADE FINANCE, MACRO AND MARKETS

Trump trade – back to the future? Trump trade – back to the future?

Following the decisive election victory for the Republican party on 6 November, what does the win mean for US trade relations and, more widely, for the future of multilateral trade? Independent trade economist Dr Rebecca Harding finds answers in US import and export data

Trump trade – back to the future? More

MACRO AND MARKETS, CASH MANAGEMENT, CASE STUDY

The rise of Global Capability Centres in APAC The rise of Global Capability Centres in APAC

Formerly, it was mainly back-end functions that were outsourced to Asia-Pacific. Today, these hubs drive technological innovation and enhance organisational efficiency on a global scale. What does this mean, both for the treasury function and for corporate banking services?

The rise of Global Capability Centres in APAC More

MACRO AND MARKETS, TRUST AND AGENCY SERVICES

Monetary policy relaxation? Monetary policy relaxation?

Three months after the European Central Bank, the US Federal Reserve delivered its first interest rate cut since the pandemic – and now China’s own stimulus is taking root. flow reviews Deutsche Bank Research analysis of this latest round of dovishness, and ongoing monitoring of these central banks’ balance of inflation control vs threatened recession and unemployment

Monetary policy relaxation? More

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MACRO AND MARKETS, CASH MANAGEMENT, CASE STUDY
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US-German trade ramps up

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View from the top: A different level of athlete

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TRUST AND AGENCY SERVICES, MACRO AND MARKETS

Private credit – a rising asset class explained Private credit – a rising asset class explained

Following flow coverage of collateralised loan obligations (CLOs) and trade finance assets from an origination and investor perspective, the flow team reviews private credit, an asset class which has grown significantly since the financial crisis. This ‘explainer’ includes an overview of the sector’s asset managers, borrowers, financing structures, geographies, investor capital, and product offerings

Private credit – a rising asset class explained More

MACRO AND MARKETS, TRADE FINANCE, CASH MANAGEMENT, OPINION {icon-book}

View from the top: A different level of athlete View from the top: A different level of athlete

Deutsche Bank’s David Lynne shares his perspective on how corporates are evolving their businesses and how this is reshaping bank/corporate relationships as they navigate new trade corridors, reroute supply chains and empower direct access consumers

View from the top: A different level of athlete More

MACRO AND MARKETS, CASH MANAGEMENT, TRADE FINANCE {icon-book}

US-German trade ramps up US-German trade ramps up

As the US overtakes China to become Germany’s top non-European FDI destination, financial journalist Ivan Castano Freeman provides a deep dive into these burgeoning corridors, drawing on insights from Deutsche Bank experts and the German American Chamber of Commerce, Inc. (GACC New York)

US-German trade ramps up More

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