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Video: Global Automotive: 2023 playbook

January 20, 2023

Video: Global Automotive: 2023 playbook

Region:
International
dbInSights - public
Analyst:
Tim Rokossa
Watch video 
2022 was a tough, roller-coaster year for the global automotive sector. So how is the sector holding up and what could 2023 bring? Even though the global economy is heading into recession, led by the US, inflation remains a drag, and semiconductor availability is still expected to limit output, Tim Rokossa and his team expect the Auto outlook in the EU to develop somewhat differently to the US. In this new video, Tim highlights five key trends that could shape the sector in the year ahead. [more]

More documents about "International"

351 Documents
    

Video: Intraday seasonality

March 27, 2023
Region:
International
Analyst:
Blaz Zlicar, Rohini Grover
dbInSights - public
1
In a new report Rohini Grover, FX and Blaz Zlicar, QIS revisit intraday seasonality in currency markets, combining fundamental with quantitative analysis, and providing fresh insights into origins and statistical robustness of this market anomaly. Their results have implications for both intraday execution and development of standalone alpha strategies. Stay tuned for further insights on the topic, in the meantime watch this video. [more]

Reshoring's impact on markets and economies

March 21, 2023
Region:
International
Analyst:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
4
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [more]

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

March 8, 2023
Region:
International
Analyst:
Henry Allen, Jim Reid
Thematic Research
7
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]

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

February 27, 2023
Region:
International
Topic:
Digital
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
Corporate Bank Research
8
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]

16 themes driving markets and economies

February 24, 2023
Region:
International
Analyst:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
9
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]

Q&A with Cassidy Ainsworth-Grace

February 21, 2023
Region:
International
Analyst:
Cassidy Ainsworth-Grace
Q&A with
11
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]

Video: CPI January

February 15, 2023
Region:
International
Analyst:
Matthew Luzzetti
dbInSights - public
12
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]
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