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Deutsche Bank’s four key risks for H2 of the year

July 02, 2024 at 10:23PM
DB on key risks ahead for the second half of 2024, with a more general warning mixed in that “surprises can be just around the corner”

Economic data has been surprising on the downside over recent weeks

Investors are becoming more nervous about fiscal policy given higher levels of debt and interest rates

Inflation lingering above target

Monetary policy lags that are still working through

On that final point, DB add:

central banks such as the Fed are still running down their balance sheets

fixed-rate borrowers are refinancing at higher rates

This article was written by Eamonn Sheridan at www.forexlive.com.

Deutsche Bank’s four key risks for H2 of the year