Deutsche Bank’s Raedler Says Bund Yields Should Rise

The video discusses the market's reaction to global growth deceleration and high uncertainty levels. It highlights the market's rebound in early 2019 and the shift to a neutral stance due to recent rallies. Growth projections suggest stabilization, with some market segments showing potential upside. The video also covers sector rotation, predicting underperformance in pharma stocks and outperformance in cyclical sectors like banks and capital goods.

What was a significant factor contributing to the overreaction of stocks in December?

• Fears of further growth slowdown

• Low global uncertainty

• High global growth rates

• Increased visibility in markets

Why is the speaker not convinced by the market rebound at the start of 2019?

• They expect a further decline in growth

• They are turning neutral due to market segment differences

• They believe the rally is sustainable

• They see no improvement in global uncertainty

What is the expected performance of US equities by mid-year?

• A significant drop

• A decline of 7%

• No change

• An increase of 7%

Which sector is expected to underperform according to the predictions?

• Capital goods

• Cyclical sectors

• Pharma stocks

• Banks

What is the anticipated trend for bond yields in response to growth stabilization?

• They will fluctuate unpredictably

• They will rise from low levels

• They will remain stable

• They will decrease further