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Video: Australia’s Federal Budget

March 30, 2022

Video: Australia’s Federal Budget

Region:

Analyst:

Australia Chief Economist Phil O'Donaghoe shares insights into Australia’s Federal Budget, which was handed down March 29, 2022. "Whilst there is some good news in Australia's annual budget, the reduction in deficits is smaller than we expected," O'Donaghoe said [more]

Rising Stars of Equity Research

July 7, 2022

Region:

International

Analyst:

Corinne Blanchard, Krisztina Katai

Thematic Research

101

Corinne Blanchard and Krisztina Katai have been honoured as ‘Rising Stars of Equity Research’ by the Business Insider publication. [more]

Top-5 themes for H2

July 5, 2022

Region:

International

Analyst:

Adrian Cox, Galina Pozdnyakova, Henry Allen, Luke Templeman, Yi Xiong

Thematic Research

102

We usually only predict our top themes once a year. But the extraordinary changes in the first six months of 2022 mean the second six months are shaping up to be very different to everyone’s expectations. So in this publication we zero-in on the five most important themes that we believe will impact the rest of the year. [more]

The gathering storm

June 24, 2022

Region:

International

Analyst:

Henry Allen, Jim Reid, Marion Laboure

The House View - Snapshot

103

The global outlook is moving in a stagflationary direction. Inflation momentum has continued to build, leading to central bank tightening that will slow growth across the key economies. Russia’s invasion of Ukraine has disrupted key commodity markets and supply chains. [more]

M&A, Resilience amidst a slowdown

June 20, 2022

Region:

International

Analyst:

Galina Pozdnyakova, Luke Templeman, Olga Cotaga

Corporate Bank Research

104

With a tumultuous first half of 2022 almost over, we are making a contrarian call for the second half. Specifically, we believe that although M&A will slow compared with last year, it will be more resilient than the drop so far in 2022 would suggest. To support this, we have identified several post-covid themes that are motivating corporates and private capital to make acquisitions. [more]

Q&A with Binky Chadha and Parag Thatte

June 15, 2022

Region:

International

Analyst:

Binky Chadha, Parag Thatte

Q&A with

105

With so much activity currently in the global equity markets, we asked our #dbresearch colleagues Binky Chadha and Parag Thatte for their thoughts on rising recession fears, how much valuations and earnings need to adjust, and whether or not they believe investors are already positioned for a recession? [more]

Video: 26th Annual Leveraged Finance Conference

June 15, 2022

Region:

International

Analyst:

Richard Phelan

dbInSights - public

106

Topics included the significant disruption caused by the Ukrainian invasion, energy inflation and rise in base rates, all contributing to diversion in credit spreads since the beginning of the year, but also still healthy demand conditions reported by many companies. [more]

Default Study - 2022: The end of the ultra-low default world?

June 8, 2022

Region:

International

Analyst:

Jim Reid, Karthik Nagalingam

Thematic Research

107

The 24th annual study finds that the last 12 months have seen us grind back down towards near zero defaults again for BB/Bs. [more]

Video: Finding Rich and Cheap in Fixed Income Markets

June 8, 2022

Region:

International

Analyst:

Caio Natividade

dbInSights - public

108

In this video, Caio Natividade summarises our Value factor for interest rate markets. The research, first introduced in 2020 and now available as information-based strategy on Bloomberg, shows how reversion and fundamental valuations can be combined into one strategy that complements other traditional style factors. [more]

Q&A with Mark Wall

May 27, 2022

Region:

International

Analyst:

Mark Wall

Q&A with

109

In a new ‘Q&A with’ Mark Wall, Chief Economist Europe, shares his views on an immediate threat of contraction in Europe, how soon ECB will hike rates and how far ECB rates will rise. [more]

Q&A with Yi Xiong

May 23, 2022

Region:

International

Analyst:

Yi Xiong

Q&A with

110

In a new ‘Q&A with’ Yi Xiong, Chief Economist, Asia reviews China’s recent economic performance and shares his insights on what policy makers need to do to stabilize the economy. [more]

Video: Navigating Inflation

May 20, 2022

Region:

International

Analyst:

Vivek Anand

dbInSights - public

111

Inflation is not showing any signs of stopping, with central banks caught between a rock and a hard place. [more]

New Podcast: Why a recession by end-2023 should be the base case

May 11, 2022

Region:

International

Analyst:

Matthew Barnard, Matthew Luzzetti, Peter Hooper

Thematic Research

112

Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [more]

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