DWS Group Global CIO View
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Publications
Rational Exuberance
Nov 28, 2025
Tequila sunrise
Nov 21, 2025
10 Themes - #9: Diversification today
Nov 17, 2025
China's 5-Year Plan: Innovation Overdrive?
Nov 14, 2025
3rd Quarter 2025 Market Update: Views on Germany
Nov 12, 2025
The great net income divergence, revisited
Nov 07, 2025
€/USD rate is caught in a sideways trend
Oct 31, 2025
The Nikkei has scaled new heights
Oct 24, 2025
10 Themes - #4: Digitalization meets sustainability
Oct 13, 2025
Role reversal
Oct 10, 2025
10 Themes - #3: Stablecoins may have the potential to transform the payment infrastructure
Oct 07, 2025
From zero to hero?
Sep 26, 2025
Gateway to Europe
Sep 23, 2025
10 themes for the year ahead
Sep 22, 2025
German construction industry is divided
Sep 19, 2025
Market backdrop: Good, with "ifs" and "buts"
Sep 12, 2025
U.S. real yields: Is the trend turning downward?
Sep 05, 2025
Germany's gas storage lags seasonal average
Aug 29, 2025
Gold-oil ratio at a five-year high
Aug 21, 2025
Why U.S. growth is likely to slow
Aug 15, 2025
China's trade thrives beyond the U.S.
Aug 08, 2025
Data centers drive U.S. electricity demand
Jul 11, 2025
APAC CIO View: Japan's Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation
Jul 11, 2025
Americas CIO View: Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Jul 08, 2025
Frank Kelly Special | July 7, 2025
Jul 07, 2025
Will there be a U.S. debt crisis?
Jul 04, 2025
No massive sell-off of U.S. securities
Jun 27, 2025
Japanese bond yields have risen sharply
Jun 13, 2025
Frank Kelly's Geopolitical Week Ahead | June 8, 2025
Jun 08, 2025
Americas CIO View: Foreign investors rethink US assets, but the S&P 500 is global and digital
Jun 06, 2025
Still constructive
Jun 06, 2025
Frank Kelly's Geopolitical Week Ahead | June 1, 2025
Jun 01, 2025
German Bunds with renewed appeal
May 28, 2025
Making hay - outlook still sunny in Spain?
May 23, 2025
When businesses stop investing
Apr 04, 2025
Trump's Tariffs: Is Free Trade a Thing of the Past?
Apr 03, 2025
APAC CIO View, China Banks: Signs of Bottoming Out
Apr 02, 2025
Germany's emissions fall but more is needed
Mar 28, 2025
U.S. confusion and European revival
Mar 24, 2025
Our forecasts: March 24, 2025
Mar 24, 2025
Learning to live with Trump
Mar 21, 2025
Springtime for Germany's DAX?
Mar 07, 2025
Europe: the wake-up call has been heard
Mar 06, 2025
India will grow but needs to change the mix
Feb 28, 2025
German election 2025: Not quite a sweeping mandate
Feb 24, 2025
High hopes - Germany's 2025 federal elections
Feb 21, 2025
Is Spain becoming a model country?
Feb 14, 2025
Germany's election: what should we expect?
Feb 13, 2025
Leading indicators of Europe's direction
Feb 07, 2025
The shine is back on gold
Feb 06, 2025
EU Commission to support European carmakers
Jan 31, 2025
U.K. Gilts in PAIN
Jan 24, 2025
Americas CIO View, New Year's resolutions vs. classic fundamentals: Momentum vs. Valuations
Jan 23, 2025
What do falling Chinese yields tell us?
Jan 17, 2025
Duration has lost its sting
Jan 13, 2025
Defying expectations
Jan 10, 2025
Defying expectations
Jan 10, 2025
Transformative European alternatives
Dec 13, 2024
APAC CIO View, China Fiscal Stimulus
Dec 10, 2024
Closing the German gender investment gap
Dec 06, 2024
What now for record U.S. money market funds?
Nov 29, 2024
Trading blows
Nov 27, 2024
DWS's 2025 forecasts
Nov 22, 2024
2025: continuation amid disruptions
Nov 22, 2024
Our forecasts: November 21, 2024
Nov 21, 2024
10 Themes - #9: When things look great, be careful
Nov 20, 2024
Americas CIO View, Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
Nov 19, 2024
Riding Red Ripples
Nov 18, 2024
Debt or Alive?
Nov 14, 2024
Markets won't regret change of German government
Nov 07, 2024
Trump 2.0
Nov 06, 2024
Political hot potatoes wherever you look
Oct 29, 2024
November surprises
Oct 28, 2024
10 Themes - #6: A Commodity Supercycle?
Oct 22, 2024
Chinese stimulus likely won't boost German exports
Oct 18, 2024
Americas CIO View, Last days to price best of all possibilities: Tough decisions after the elections
Oct 17, 2024
10 Themes - #5: Democratizing the capital market
Oct 15, 2024
10 Themes - #4: Crypto Love
Oct 10, 2024
10 Themes - #3: AI: Billion-dollar questions
Oct 01, 2024
China's rescue mission
Oct 01, 2024
Reaching Net Zero remains possible
Sep 27, 2024
Inverted yield curves finally end. What now?
Sep 24, 2024
2/10: Inverted yield curves finally end. What now?
Sep 24, 2024
Changing demographics
Sep 20, 2024
10 Themes - #1: Changing demographics
Sep 20, 2024
1/10: Changing demographics
Sep 20, 2024
10 themes for the year ahead
Sep 20, 2024
Goodbye inflation, hello unemployment
Sep 19, 2024
U.S Economic Outlook
Sep 17, 2024
Chinese electric cars are in the fast lane
Sep 13, 2024
Our forecasts: September 12, 2024
Sep 12, 2024
Still optimistic but with modest expectations
Sep 12, 2024
Americas CIO View, Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
Sep 09, 2024
The ECB seems increasingly confident
Sep 06, 2024
Japan - still on track
Sep 02, 2024
China dominates the expansion of solar capacity
Aug 30, 2024
No more tailwind from money supply
Aug 23, 2024
Change in styles to calm nerves
Aug 16, 2024
Are we entering a bear market?
Aug 05, 2024
Time for a change in styles
Aug 05, 2024
Electrifying growth
Aug 02, 2024
Largely justified correction
Aug 02, 2024
Bloomberg Commodity Index looks soft
Jul 26, 2024
The last emissions cuts better be the deepest
Jul 19, 2024
Yen to dollar at its weakest level since 1986
Jul 12, 2024
French elections - a noisy non-event
Jul 08, 2024
After the June cut: what's ahead for ECB rates
Jul 05, 2024
APAC CIO View, China's Journey to Expand EV Exports
Jul 03, 2024
Exciting election - lame consequences?
Jul 01, 2024
Americas CIO View, U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
Jul 01, 2024
Two years of yield curve inversion in the U.S.
Jun 28, 2024
Despite recent volatility, corporate bonds are likely to continue benefiting from solid demand
Jun 24, 2024
French recipes for a change
Jun 21, 2024
Our forecasts: June 19, 2024
Jun 19, 2024
Still looking pretty good
Jun 19, 2024
APAC CIO View, The Chinese Property Market in Flux
Jun 18, 2024
Massively growing demand for natural resources
Jun 14, 2024
Not quite Taylored fit
Jun 07, 2024
Germany - benefiting from low expectations
May 28, 2024
Germany - benefiting from low expectations
May 28, 2024
High long-term significance of European elections
May 24, 2024
Diminished significance of European elections
May 24, 2024
U.S. money market funds - a safe haven?
May 21, 2024
Protest votes, the European way
May 17, 2024
Americas CIO View, Surging AI capex: Macro implications of its size and return on investment?
May 14, 2024
German public investments too low
May 10, 2024
U.S. Economic Outlook
May 08, 2024
Comparing apples and oranges
May 03, 2024
Rising ESG bond volumes offer opportunities
Apr 29, 2024
How far ahead of the Fed will the ECB be?
Apr 26, 2024
European Transformation: Are we there yet?
Apr 19, 2024
Industrial production isn't the whole story
Apr 12, 2024
Is the Swiss franc about to weaken at last?
Apr 05, 2024
Value vs. Growth
Mar 27, 2024
Investing is a cinch
Mar 27, 2024
India's time to shine?
Mar 22, 2024
Small caps ready for a comeback
Mar 21, 2024
AI must fix it
Mar 20, 2024
Our forecasts: March 19, 2024
Mar 19, 2024
Americas CIO View, New S&P 500 target of 5300: A.I. lives and it needs food and shelter
Mar 18, 2024
Strong performance for crypto currencies
Mar 15, 2024
When not to fuss over wage growth
Mar 08, 2024
Europe has overcome its energy crisis
Mar 01, 2024
Europe has overcome its energy crisis
Mar 01, 2024
Italian government bonds beat Bunds
Feb 23, 2024
India - a poorly kept secret
Feb 22, 2024
Tales of the unexpected
Feb 16, 2024
Covered bonds start the year strong
Feb 09, 2024
U.S. economic growth and fiscal balances
Feb 02, 2024
Danger of rising yields if Trump is re-elected?
Jan 25, 2024
Making sense of commodity price forecasts
Jan 19, 2024
U.S. Economic Outlook
Jan 17, 2024
Europe's inflation divergence
Jan 12, 2024
Reflation in Japan
Jan 10, 2024
The German consumer to the rescue
Dec 15, 2023
Taxing finances, middling politics
Dec 11, 2023
Cryptic messages
Dec 08, 2023
10 themes for the year ahead
Nov 29, 2023
Female Finance: the benefits of diversity
Nov 29, 2023
Investing in the age of Artificial Intelligence
Nov 29, 2023
Electrification: The Innovator's Dilemma
Nov 29, 2023
Cryptocurrencies: the portfolio perspective
Nov 29, 2023
Bonds - strong year ahead
Nov 29, 2023
Debtor's prism
Nov 24, 2023
Our forecasts: November 22, 2023
Nov 22, 2023
2024 - it could be good, by year end
Nov 22, 2023
Unloved U.S. banks
Nov 17, 2023
Unintended peak oil
Nov 03, 2023
Americas CIO View: Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
Oct 30, 2023
Gold at a time of tragedy
Oct 27, 2023
A Korean sneak preview
Oct 20, 2023
Reasons to look at Japanese stocks
Oct 13, 2023
A House without a Speaker
Oct 06, 2023
Equities are even more expensive than bonds
Sep 29, 2023
Learning the hard way
Sep 27, 2023
U.S. Economic Outlook
Sep 25, 2023
Are inflation expectations getting out of hand?
Sep 22, 2023
Americas CIO View: Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
Sep 20, 2023
Americas CIO View: Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
Sep 19, 2023
Decarbonizing Corporate America
Sep 15, 2023
Time to bond with bonds
Sep 13, 2023
Our forecasts
Sep 11, 2023
Still waiting for U.S. labor market to turn
Sep 08, 2023
Europe's depleted Covid savings
Sep 01, 2023
China: downturn or u-turn?
Aug 30, 2023
The gap between China's growth and profits
Aug 25, 2023
China's electric carmakers are just getting started
Aug 18, 2023
Keep calm and carry on?
Aug 11, 2023
AI: boom, bust or sustainable earnings bump?
Aug 04, 2023
An oddly timed U.S. rating downgrade
Aug 02, 2023
When politics no longer shock
Jul 28, 2023
U.S. Economic Outlook
Jul 25, 2023
Unbearable weight of heavyweights
Jul 21, 2023
After the pandemic savings glut
Jul 14, 2023
Inflation: here to stay?
Jul 11, 2023
European retail is finally getting over Covid
Jul 07, 2023
From survival to revival
Jun 30, 2023
Investing in the era of AI
Jun 26, 2023
ECB balance sheet falls but no one may notice
Jun 23, 2023
Fires show the limits of climate adaptation
Jun 16, 2023
Our forecasts
Jun 06, 2023
Little growth, much uncertainty, decent returns
Jun 06, 2023
Dividend stocks - all-rounder in tricky times
Jun 05, 2023
European bank bonds show surprising anxiety
Jun 02, 2023
Americas CIO View: Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks
Jun 02, 2023
Dialing up climate finance to emerging markets
May 26, 2023
That latest debt-ceiling drama
May 24, 2023
U.S. Economic Outlook
May 17, 2023
Americas CIO View: Surviving tribulations of beta management: Be patient and busy elsewhere
May 15, 2023
That perennial de-dollarization debate
May 05, 2023
What U.S. interest rates are (and aren't) telling us
Apr 28, 2023
Financing solutions to drive Europe's transformation
Apr 21, 2023
CIO View Special: 10 themes for the year ahead
Apr 17, 2023
Aging societies - the end of "Japanification"
Apr 17, 2023
Aging societies - the end of "Japanification"
Apr 17, 2023
Deglobalization - rather diversified globalization
Apr 17, 2023
European high yield - enough meat on the bones
Apr 17, 2023
Generative AI - a new iPhone moment in tech?
Apr 17, 2023
European small-caps - time to shine
Apr 17, 2023
Making the electric car revolution work
Apr 14, 2023
Lending squeeze, rather than credit crunch
Mar 31, 2023
Americas CIO View: Washer set to deep clean: Beware alternating rotations, drain could reopen
Mar 29, 2023
Europe's banks and U.S. real estate
Mar 27, 2023
How contagious is the U.S. real-estate sector?
Mar 27, 2023
AT1 - beneficial wake-up call
Mar 24, 2023
Capitalizing on infrastructure opportunities
Mar 23, 2023
Fed and Treasury won't come to the rescue
Mar 23, 2023
Americas CIO View: Getting Past the Panic: Mend capital availability, then capital costs
Mar 22, 2023
UBS to take over Credit Suisse
Mar 20, 2023
Too few companies use internal water pricing
Mar 17, 2023
Another volatile day for financial markets
Mar 16, 2023
Americas CIO View: Further tightening required: Fed Funds rate ex-ceeding 5% raises many risks
Mar 15, 2023
Tales of the Unexpected
Mar 10, 2023
Step by step, uncertain direction
Mar 10, 2023
Our forecasts
Mar 10, 2023
Plenty of U.S. jobs, still too few takers
Mar 03, 2023
U.S. Economic Outlook
Mar 03, 2023
How and why "money" matters again
Feb 24, 2023
Americas CIO View: Manufacturing & Digital recession = S&P 500 profit recession, but not for jobs
Feb 21, 2023
Markets hardly impressed by the Ukraine war
Feb 17, 2023
When monetary policy gets complicated
Feb 10, 2023
Inflation, Japanese-style, at long last
Feb 03, 2023
One January doesn't make a December
Jan 27, 2023
Americas CIO View: A long year ahead and opportunity cash now pays interest: Be patient!
Jan 23, 2023
When it makes sense (not) to "fight the Fed"
Jan 20, 2023
Europe's relative strength
Jan 13, 2023