Monthly Hedge Fund Trends – August 2013 (Deutsche Bank)

August 2013

KEYWORDS: Hedge Fund Performance, Germany, Federal Reserve Board, European Union, hedge fund investor, Hedge Fund Regulation, AIFMD, EU Member State, Japan, Asian Hedge Funds, asset allocation, long/short equity, private placement, technology, ESMA, Basel III, EMIR

Authors:

Deutsche Bank

Organizations:
  • Deutsche BAnk

Summary:
Deutsche Bank Research Highlights: “Global Economic Perspectives: US labor market prospects mean tension for Fed thresholds”, “Markets Research: Understanding German Federal Elections” and “Markets Research: Focus Europe – Who needs credit?”
The Global Markets Research team presents their projections for the unemployment rate in the US over the next few years. They believe that labor market prospects will feature prominently in monetary policy decisions over the next several years. These projections have important implications for the pace of rate hikes and highlight a natural tension in the Fed’s desire to delay the first rate increase while committing to a more gradual pace of hikes.
In our European research pieces, the Markets Research team discusses the mechanics of the German federal election process and the recent PMI trend which they believe implies the euro area is on track to post a GDP recovery in H2 2013. The team debates the theory of the ‘credit impulse’ across the big 4 euro economies

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