CIO View Outlook Q2 2025
How to interpret recent market moves? Is the shift towards European equities a new trend? DWS CIO Vincenzo Vedda explains what is driving recent developments.
Global central banks are out of sync.
The ECB is nearing the end of its rate cuts. The Fed is hesitating - while Trump is pushing for faster easing. Meanwhile, the Bank of Japan is hiking rates. But the real story? It’s unfolding at the long end of the yield curve.
