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Video: Global Automotive: 2023 playbook

20. Januar 2023

Video: Global Automotive: 2023 playbook

Region:
International
dbInSights - public
Autor:
Tim Rokossa
Video ansehen 
2022 was a tough, roller-coaster year for the global automotive sector. So how is the sector holding up and what could 2023 bring? Even though the global economy is heading into recession, led by the US, inflation remains a drag, and semiconductor availability is still expected to limit output, Tim Rokossa and his team expect the Auto outlook in the EU to develop somewhat differently to the US. In this new video, Tim highlights five key trends that could shape the sector in the year ahead. [mehr]

Weitere Dokumente zum Thema "International"

458 (71-82)
    

Video: Intraday seasonality

27. März 2023
Region:
International
Autor:
Blaz Zlicar, Rohini Grover
dbInSights - public
71
In a new report Rohini Grover, FX and Blaz Zlicar, QIS revisit intraday seasonality in currency markets, combining fundamental with quantitative analysis, and providing fresh insights into origins and statistical robustness of this market anomaly. Their results have implications for both intraday execution and development of standalone alpha strategies. Stay tuned for further insights on the topic, in the meantime watch this video. [mehr]

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

21. März 2023
Region:
International
Autor:
Adrian Cox, Marion Laboure
Thematic Research
74
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. [mehr]

Reshoring's impact on markets and economies

21. März 2023
Region:
International
Autor:
Luke Templeman, Olga Cotaga
Podzept (Podcast series)
75
What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation. [mehr]

Halbleitermarkt: Wie lange werden die globalen Umsätze noch fallen?

17. März 2023
Region:
International
Thema:
Digital
Autor:
Hermann P. Rapp, Jochen Möbert
Aktueller Kommentar
76
Momentan schrumpfen die weltweiten Umsätze für Halbleiter. Das Momentum war im Dezember 2022 immer noch negativ, die weltweiten Verkäufe fielen um 4,4% pro Monat, der stärkste Rückgang im aktuellen Abwärtszyklus seit Juni 2022.

Die Schlüsselfrage dieses Aktuellen Kommentars ist es, wann die Rezession enden wird. Mehrere Entwicklungen deuten auf einen anhaltenden Abwärtszyklus hin – zumindest für die nächsten Quartale. Da der Absatz von Halbleitern stark mit dem Welthandel korreliert, gehen wir davon aus, dass die Nachfrage wieder anziehen wird, sobald sich die Aussichten für die Weltwirtschaft allmählich verbessern. [mehr]

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

8. März 2023
Region:
International
Autor:
Henry Allen, Jim Reid
Thematic Research
79
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. [mehr]

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

27. Februar 2023
Region:
International
Thema:
Digital
Autor:
Cassidy Ainsworth-Grace, Marion Laboure
Corporate Bank Research
80
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. [mehr]

16 themes driving markets and economies

24. Februar 2023
Region:
International
Autor:
Adrian Cox, Luke Templeman
Podzept (Podcast series)
81
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. [mehr]
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