EFTA01475956Set 10
2015-12-08298p51,111w
growth
Forecasts
World
Advanced economies
Emerging economies
Note: Trend period: 1995:2017
Source: IMF, Haver Analytics LP, Deutsche Bank Research
Page 6
Deutsche Bank AG/London ... World
Advanced economies
Emerging economies
Note: Trend period: 2000-:2017
Source: IMF, Haver Analytics LP, Deutsche Bank Research
Page 8
Deutsche Bank AG/London ... Note: Regional data weighted by 2014 nominal USD goods and
services exports.
Source: Haver Analytics LP, Deutsche Bank Research
%yoy
Latam (lhs)
US&EU GDP (rhs)
%yoy
-6
-4
EFTA01475987
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01475956.pdf
EFTA01476261Set 10
2015-12-0942p6,786w
Source: ECB, SRB, NB, RBA, Haver Analytics, Deutsche Bank Research
Rising real wages incentivise firms to invest, leading to higher
productivity growth; we should see this in the coming years ... wage growth is
employment cost index compensation minus core PCE inflation
Source: BLS, BEA, Haver Analytics, Deutsche Bank Research
Research
Deutsche Bank
thehouseview@list.db.com http://houseview.research.db.com
TheHouseView Special — 9 December ... reinvestment of maturing assets
$tn
0
1
2
3
4
5
Source: Haver Analytics, Deutsche Bank Research
MBS
Other
Treasuries
A wave of maturities from the Fed's portfolio could
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01476261.pdf
EFTA01077755Set 9
22p12,833w
Morgan Private Bank, August 2011 (c75) Institute Nacional de Estadistica, Haver Analytics, October 2011
(c33) US Treasury, BEA, December 2011 (c76) Oficemen, October 2011
(e34) J.P. Morgan Securities ... October 2011
(c35) FRB, US Treasury, November 2011 (c78) Institute Nacional de Estadistica, Haver Analytics, Q3 2011
(c36) FRB, US Treasury, November 2011 (c79) Austerity and Anarchy Budget Cuts
https://www.justice.gov/epstein/files/DataSet%209/EFTA01077755.pdf
EFTA01071219Set 9
2015-10-0661p10,160w
Bureau of Statistics, EIA, !EA, BP Statistical Review, World Bureau of Metal Statistics, Bloomberg, Haver Analytics
Dates: 2013
DoubleLine EMFI Webcast 10.6-2015 17
EFTA01071236
DoubleLinelr
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071219.pdf
EFTA01187913Set 9
2013-01-246p4,298w
ktonthsfrom trough Quarters from trough Monthsfrom trough
Source: BEA, BLS, Haver Analytics, NBER. Me denotes median and band denotes range.
Chairman: "I think so. Without asset purchases, employment would probably
https://www.justice.gov/epstein/files/DataSet%209/EFTA01187913.pdf