1. Research
  2. Products & Topics
  3. Region
  4. Global

Top thematic ideas for H2

More documents about "International"

419 Documents
    

M&A outlook 2024: The recovery begins

December 5, 2023
Region:
International
Analyst:
Galina Pozdnyakova, Luke Templeman
Thematic Research
2
It has been a brutal two years for dealmaking. Following the M&A boom of 2021, the value and volume of deals remains well below historical averages in the US and Europe. Yet, we see 2024 as a year of recovery for M&A activity, and there are three key themes we believe will catalyse it: 1. Eager buyers and valuation dislocations, 2. The need for large firms to supplement declining organic profit growth, 3. Greater certainty in the financing backdrop. [more]

World Outlook: The Race Against Time...

November 28, 2023
Region:
International
Topic:
Macroeconomics
Analyst:
David Folkerts-Landau, Jim Reid
Thematic Research
3
In our World Outlook for 2024, we outline how we’ve had a fairly consistent macro narrative over the past 2 3 years and we continue to see this as a classic policy led boom bust cycle that will culminate in a US recession. Ultimately, the impact of rapid rate hikes are yet to take effect in full, and QT is still continuing in the background. That will make early 2024 a challenging environment, and we expect a mild US recession in H1 2024. Meanwhile in the Euro Area, we think that a mild recession has already begun that will stretch into the start of 2024. [more]

2024 US election insights: Preview of the economic & political landscape

November 27, 2023
Region:
International
Analyst:
Brett Ryan, Mike Moran, Pam Finelli
Podzept (Podcast series)
4
With just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions that investors should brace for. [more]

Video: Where’s my AI revolution

November 10, 2023
Region:
International
Analyst:
Adrian Cox
dbInSights - public
8
Artificial Intelligence has been everywhere and nowhere since the launch of ChatGPT a year ago. This practical guide explains the hurdles to enterprise adoption – technology and data, governance, and people – and how you can begin to overcome them in your own company. For more, please check out our dbResearch AI microsite: www.dbresearch.com/ai [more]

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

October 25, 2023
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti, Matthew Raskin
Podzept (Podcast series)
12
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more. [more]
12345678910
36.15.0