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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.

402 (141-150)
    
January 25, 2022

Industrials - constructive or destructive in 2022?

Region:
International
Podzept (Podcast series)
Topic:
Sectors and resources
Analyst:
Luke Templeman, Nicole DeBlase
Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates? [more]
142
January 19, 2022

Why the speed of impending Fed policy tightening could surprise

Region:
International
Thematic Research
Analyst:
Matthew Luzzetti, Peter Hooper
In a new report Peter Hooper, Head of Global Economic Research, and Matthew Luzzetti, Chief US Economist, explain that in recent months the Fed has pivoted toward a more aggressive path of exiting from its current ultra-accommodative pandemic emergency policy stance. They highlight that their view has also become considerably more hawkish, with their baseline expecting liftoff in March, four total rate hikes this year, and a rapid drawdown in the balance sheet beginning in Q3. The central message of the note is that we could be in for an even bigger hawkish surprise in the months ahead. [more]
145
January 13, 2022

Navigating perilous waters

Region:
International
The House View - Snapshot
Analyst:
Henry Allen, Jim Reid, Marion Laboure
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. The odds of an accident have risen and the likelihood of a soft landing in 2022 requires some favourable assumptions and a modicum of good luck. [more]
146
December 20, 2021

Asia Outlook 2022: Riding the Tiger

Region:
International
Thematic Research
Analyst:
Bryant Xu, Linan Liu, Mallika Sachdeva, Perry Kojodjojo, Sameer Goel
Asian markets have been much more resilient than the other emerging markets of Central and Eastern Europe Middle East and Africa (CEEMEA) and Latin America in 2021. Whether this endures in 2022 will be determined by whether US equities can withstand the Fed raising rates (tightening), renminbi stability can continue, and benign inflation in Asia can last. [more]
149
December 20, 2021

Video: EU Steel Outlook 2022

Region:
International
dbInSights - public
Analyst:
Bastian Synagowitz
2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve. [more]
150
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