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QA with Anna Friedemann

September 7, 2023

Q&A with Anna Friedemann

Region:
International
Q&A with
Analyst:
Anna Friedemann
Online PDF 112k
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania. In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [more]

More documents about "International"

417 Documents
    

World Outlook: The Race Against Time...

November 28, 2023
Region:
International
Topic:
Macroeconomics
Analyst:
David Folkerts-Landau, Jim Reid
Thematic Research
1
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)
2
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
6
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)
10
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]

PRI Conference: Top 8 takeaways

October 24, 2023
Region:
International
Topic:
Sustainability
Analyst:
Debbie Jones, Luke Templeman, Punyadip Cheema
Thematic Research
11
Konnichwa! We spent most of our first week of October at this year’s Principles for Responsible Investment (PRI) Conference held in Tokyo, Japan (Oct 4-6th). This event is one of the leading global sustainability conferences as it attracts influential asset owners, leading asset managers, regulators and industry professionals. Our Top 8 takeaways below are based on insights from conference panels we attended and discussions with attendees. [more]
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