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QA with Emmanuel Papadakis

More documents about "International"

399 (91-102)
    

Q&A with Tim Rokossa

September 9, 2022
Region:
International
Analyst:
Tim Rokossa
Q&A with
91
‘Q&A with’ speaks to Tim Rokossa, Head of Company Research, Germany and Head of Autos Research. Tim and his team have just been ranked No.1 in the Institutional Investor’s 2022 All-Europe Research Team. Tim shares his outlook on what’s next for the automotive sector as it faces numerous challenges. [more]

Video: Gap Factor Premium

August 18, 2022
Region:
International
Analyst:
Blaz Zlicar
dbInSights - public
92
July saw a notable rebound in equity and bond markets – albeit perhaps counterintuitively, given how initially worse economic data had sparked expectations of a dovish Fed pivot. But then investors had to adjust expectations again, after July employment numbers suggested that the Fed may stay on course. According to Blaz Zlicar, markets will continue to be in a state of flux: inflation vs growth. He says “That is the name of the game these days”. Watch this video for more. [more]

Q&A with Mallika Sachdeva

July 28, 2022
Region:
International
Analyst:
Mallika Sachdeva
Q&A with
93
In a new ‘Q&A with’ Mallika Sachdeva, Asia Macro Strategist, introduces a newly launched Deutsche Bank’s Asia Corporate Newsletter, what market environments corporates are likely to face in the coming quarter and what the longer-term themes most pressing for corporates are. [more]

Stablecoins and DeFi: Passing the test

July 19, 2022
Region:
International
Topic:
Banking and financial markets, Digital
Analyst:
Heike Mai
Talking Point
95
Stablecoins and the DeFi ecosystem have taken a hard hit recently. However, the current stress for cryptos caused by tighter monetary policy may reveal which services offer real value for customers. In fact, leading collateral-backed stablecoins have weathered the storm quite well. The ecosystem will probably face further losses but emerge consolidated and well positioned for continued growth. [more]

Is the US already in a recession?

July 15, 2022
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
96
Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on. [more]

Q&A with Matthew Luzzetti

July 11, 2022
Region:
International
Analyst:
Matthew Luzzetti
Q&A with
97
In a new ‘Q&A with’ Matthew Luzzetti, Chief US Economist shares his insights on whether the US Economy is already in a recession, and if it isn’t when one is expected and how the Fed is likely to respond to the conflicting signals from inflation and growth. [more]

Video: Academic Insights

July 7, 2022
Region:
International
Analyst:
Caio Natividade
dbInSights - public
98
The quant team's 'Academic Insights' report discusses the most relevant, recently published academic papers on various topics related to quantitative investing as sourced by Deutsche Bank Research analysts. The latest edition, which features over 70 studies and podcasts, includes climate research, digital assets, intangibles, inflation, tail risk hedging and diversification. Watch this latest video with Caio Natividade to find out what stands out. [more]

M&A, Resilience amidst a slowdown

June 20, 2022
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman, Olga Cotaga
Corporate Bank Research
102
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]
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