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After decades of rapid globalisation, national economies and financial systems are more closely connected than ever before. At the same time, open markets and free competition are increasingly under criticism and even restricted. A major part of the work of Deutsche Bank Research therefore focuses on how Europe fares in an international comparison, how changing structures and the regulatory framework influence the development of financial service providers, their clients and financial markets globally, and which opportunities and risks result from long-term megatrends such as climate change, demographic change, digitalisation and new forms of mobility.

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March 8, 2023

The lessons of history: which historic period is most like today?

Region:
International
Thematic Research
Analyst:
Henry Allen, Jim Reid
Something we’re often asked is which era in history is most like this one. Perhaps the obvious answer is the 1970s, given the energy shock and high inflation. Others have pointed to the late-90s and early-2000s, when the dot com bubble burst and big tech valuations fell substantially. Or maybe it’s more like the 1960s, another era where policymakers moved to fine-tune
economies amidst low unemployment, but which saw inflation get increasingly out of control. [more]
31
February 27, 2023

The Future of Payments: Series 4 - Part I. Digital assets: The end of magical thinking?

Region:
International
Corporate Bank Research
Topic:
Digital
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
In the first part of series 4 of our Future of Payments series, Marion Laboure and Cassidy Ainsworth-Grace take a look at how the end of a rare macroeconomic environment, featuring near-zero interest rates, stimulus packages, and excess liquidity, could clean the market of bad actors, much like the dot-com bubble did two decades ago. [more]
32
February 24, 2023

16 themes driving markets and economies

Region:
International
Podzept (Podcast series)
Analyst:
Adrian Cox, Luke Templeman
How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is necessary to assess how those themes can affect each other. “You can read something written by intelligent people on theme A and then theme B, and they might make sense individually, but they may overlap in ways that are mutually exclusive. That’s what really interests me”, says Templeman. [more]
33
February 21, 2023

Q&A with Cassidy Ainsworth-Grace

Region:
International
Q&A with
Analyst:
Cassidy Ainsworth-Grace
Cassidy Ainsworth-Grace is a Thematic Research Analyst. In our "Q&A with…" series she discusses the highlights from the most recent edition of The House View Snapshot – including its AI generated cover image. She also shares her favourite experience since joining the Deutsche Bank Graduate programme last year. [more]
35
February 15, 2023

Video: CPI January

Region:
International
dbInSights - public
Analyst:
Matthew Luzzetti
With all eyes on the Federal Reserve and US economy in 2023 consumer price index report for January garnered a lot of interest. Watch Matthew Luzzetti, Chief US Economist, analyze the inflation data and its implications for the economy and monetary policy. [more]
36
February 10, 2023

The Taps Still Tightening

Region:
International
The House View - Snapshot
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
After a succession of forecast downgrades, the global economy has turned a corner since the end of last year. For instance, natural gas prices in Europe have more than halved over the last couple of months, and we no longer expect an imminent Euro Area recession. In the meantime, China’s post-Covid reopening has proceeded faster than many thought possible, leading to similar upgrades in our forecasts. Even in the US, where we continue to call for a recession in H2, unemployment has reached a 53-year low. [more]
37
February 8, 2023

Video: The End of the Tail

Region:
International
dbInSights - public
Analyst:
Ganchi Zhang
Protecting your portfolio with confidence: Our Quant team just released a report on using vanilla put options to hedge against tail risk. From measurement to portfolio construction, we cover all the key aspects of successful portfolio protection. See this new video with Ganchi Zhang. Learn more by reaching out to your db sales representative. [more]
38
February 2, 2023

Video: The Fed

Region:
International
dbInSights - public
Analyst:
Matthew Luzzetti
The Federal Reserve raised interest rates Wednesday by 0.25 percentage point. Please watch Matthew Luzzetti, Deutsche Bank’s chief US economist, and Brian Blackstone, head of communications for the Americas, break down the decision and press conference. [more]
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