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The Taps Still Tightening

February 10, 2023

The Taps Still Tightening

Region:
International
The House View - Snapshot
Analyst:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 308k
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]

More documents about "International"

417 (51-62)
    

Generative AI and ChatGPT 101

May 23, 2023
Region:
International
Analyst:
Adrian Cox
Thematic Research
51
Next week will mark six months since the launch of ChatGPT, the chatbot based on OpenAI’s GPT-3.5 large language model. There has been an extraordinary flurry of launches, hype and activity since then. Even in the past week, OpenAI, Google and Meta announced fresh products, OpenAI’s CEO testified in Congress, and the G7 called for “guardrails” on AI, among many other developments. [more]

Generative AI represents a turning point for humanity - for better and for worse

May 22, 2023
Region:
International
Analyst:
David Folkerts-Landau
Thematic Research
53
The AI hype cycle is in overdrive. It feels like the volume of text generated by ChatGPT over the past six months has almost been matched by the volume of hyperbole about how foundation models will change the world. For once the hype is (mostly) justified. Generative AI is not another metaverse or, for that matter, another crypto currency. But it will change the world – for better and for worse. [more]

Video: Traditional Value and Quality investing

May 22, 2023
Region:
International
Analyst:
Clayton Gillespie
dbInSights - public
54
Traditional Value and Quality investing is well understood, but how well does it translate to financial firms? In this video analyst Clayton Gillespie discusses the quant team’s latest research, which uses accounting, valuation and corporate finance insights to generate appropriate alphas for financial firms. Together they generate Value and Quality strategies that exhibit robust through-cycle behaviour and combine well with Value and Quality factors in the rest of the universe. [more]

Video: Deutsche Bank’s Chief US Economist breaks down the FOMC meeting

May 4, 2023
Region:
International
Analyst:
Matthew Luzzetti
dbInSights - public
58
As usual, all eyes were on the Federal Reserve when it met on interest rates Wednesday. But unlike other meetings over the past year, there was a different twist this time: has the central bank reached the end of rate increases after an aggressive tightening cycle? Please watch Deutsche Bank’s chief US economist Matthew Luzzetti break down the decision, and path forward, with our Americas communications head Brian Blackstone. [more]

Making Sense of Space: Having Ears in the Sky

April 26, 2023
Region:
International
Analyst:
Edison Yu
Podzept (Podcast series)
59
In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine, aviation, and weather patterns. [more]

The Future of Payments: Series 4 - Part III. Bye-bye cash, hello digital payments

April 25, 2023
Region:
International
Topic:
Digital
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure, Nejati Nooshin
Corporate Bank Research
61
We dig into how the world of payments is moving away from cash towards digital payments. This structural shift from cash to digital payments is expected to continue in 2023 with further evolution of digital IDs and digital wallets. Amid a macro slowdown, we expect financial solutions offered by non-financial firms, such as embedded financing, to play a major role in the further adoption of digital payments. [more]
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