Monthly Hedge Fund Trends – July 2014 (Deutsche Bank)

July 2014

KEYWORDS: Asia, cross-border swaps, ESMA, Eurozone, FCA, fixed income, FSOC, Global, Hedge Fund Performance, HFT, High-Frequency Trading, Hong Kong, Institutional Investors, investor confidence, leverage, Mary Jo White, prime broker, SEC, securities lending, Survey

Authors:

Deutsche Bank

Organizations:
  • Deutsche Bank

Summary:

Deutsche Bank Research Highlights: “Focus Europe – Fiscal Push?” and “Global Economic Perspectives – Capex about to turn up: The missing link in the US recovery”

In our first research piece, the Deutsche Bank Research team discusses the mood around fiscal policy in the euro area. Their forecasts imply the first easing of euro area fiscal policy since the 2009 post-Lehman coordinated fiscal easing. In our second piece, the team discusses the potential rise in capex and its impact on the recovery in the US. Prospects appear good for a rebound with survey indicators of business spending, along with orders for capital goods, continuing to pick up.

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