Dirk Steffen

Dirk Steffen, Chief Investment Officer EMEA and Global Chief Investment Strategist, discusses inflation data affecting market rotations, the attractiveness of European stocks post-elections, and the ongoing Q2 earnings season. Small-cap stocks outperformed megacaps, European assets look appealing with a turning economy, and tech industry growth rates are slowing down for a balanced market environment.

Dr. Dirk Steffen, CIO for Europe, MEA at the Private Bank, discusses ECB rate cut impact on European economy, cautious rate cycle, positive market outlook. Markets await Fed decision, focus on U.S. inflation. Analysis includes European stock opportunities, market reactions to India, Mexico elections. Disclaimer on investment uncertainties and risks.

Dirk Steffen, Private Bank’s Chief Investment Strategist, discusses China's economic data, US inflation figures, and potential for positive momentum in Europe. Topics include Chinese equities, US economic growth, earnings growth in equities, and key economic indicators to watch for. Insights on investment outlook, risks, and services offered by Deutsche Bank AG are also covered.