COP27: Adapting to food inflation Part I

Christian Wietoska, Luke Templeman, Olga Cotaga, Samira Kalla

Topic:

Sustainability

Analyst:

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Amidst the backdrop of rampant food inflation, this year’s COP27 in the Egyptian city of Sharm El-Sheikh (November 6-18) will be critical. That is because food inflation has been stronger than overall inflation. In fact, in March the US hit an inflection point when food and beverages CPI outpaced broader CPI. This is not just a US issue. The food inflation problem is a global phenomenon. [more]

AI & The Five Ws: Why, What, Who, When, Where?

March 21, 2023

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Adrian Cox, Marion Laboure

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Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. Following March 14, 2023 release of GPT-4, an update to the technology underlying ChatGPT, we publish a new Chartbook on Artificial Intelligence and address the five Ws: Why, What, Who, When, and Where. [more]

Video: CPI February

March 15, 2023

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Consumer price reports have taken on even more importance than usual in recent months. Watch Matthew Luzzetti, Chief Us Economist, break down the latest figures and their implications for monetary policy. [more]

Video: Solid but not fizzling

March 13, 2023

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With all eyes on the US economy and Federal Reserve, February’s employment report took on even more significance than usual. Watch Matthew Luzzetti, Chief US Economist break down the numbers. [more]

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

March 8, 2023

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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]

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

February 27, 2023

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Cassidy Ainsworth-Grace, Marion Laboure

Topic:

Digital

Analyst:

Corporate Bank Research

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

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Adrian Cox, Luke Templeman

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Podzept (Podcast series)

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]

16 themes driving markets and economies

February 23, 2023

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Analyst:

Luke Templeman

Identifying the big themes driving markets and economies is one thing, but more critical is to incorporate their impact into investment and corporate decisions. Luke Templeman, Thematic Research Analyst, provides a one-page summary of the 16 global themes he believes most cross corporates, economies, and markets. [more]

Q&A with Cassidy Ainsworth-Grace

February 21, 2023

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Cassidy Ainsworth-Grace

Q&A with

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

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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]

The Taps Still Tightening

February 10, 2023

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Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure

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The House View - Snapshot

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]

Video: The End of the Tail

February 8, 2023

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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]

Video: The Fed

February 2, 2023

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