Video: US transportation Outlook in 2022

Q&A with Binky Chadha and Parag Thatte

15. Juni 2022

Region:

Autor:

With so much activity currently in the global equity markets, we asked our #dbresearch colleagues Binky Chadha and Parag Thatte for their thoughts on rising recession fears, how much valuations and earnings need to adjust, and whether or not they believe investors are already positioned for a recession? [mehr]

Video: 26th Annual Leveraged Finance Conference

15. Juni 2022

Region:

International

Autor:

Richard Phelan

dbInSights - public

Topics included the significant disruption caused by the Ukrainian invasion, energy inflation and rise in base rates, all contributing to diversion in credit spreads since the beginning of the year, but also still healthy demand conditions reported by many companies. [mehr]

Mangelware Mikrochips – was sind die Gründe der Krise?

9. Juni 2022

Region:

International

Thema:

Branchen und Ressourcen, Digital

Autor:

Hanswolf Hohn, Hermann P. Rapp

Podzept (Podcast-Reihe)

In dieser neuen Episode von Podzept erklärt Hermann Rapp, warum Semikonduktoren zu unersetzlichen Bestandteilen unserer modernen Welt wurden, wie der globalen Chip-Knappheit konkret begegnet werden soll – und was die neuen 3D-Halbleiter auszeichnet. [mehr]

Video: Finding Rich and Cheap in Fixed Income Markets

8. Juni 2022

Region:

International

Autor:

Caio Natividade

dbInSights - public

In this video, Caio Natividade summarises our Value factor for interest rate markets. The research, first introduced in 2020 and now available as information-based strategy on Bloomberg, shows how reversion and fundamental valuations can be combined into one strategy that complements other traditional style factors. [mehr]

Default Study - 2022: The end of the ultra-low default world?

8. Juni 2022

Region:

International

Autor:

Jim Reid, Karthik Nagalingam

Thematic Research

The 24th annual study finds that the last 12 months have seen us grind back down towards near zero defaults again for BB/Bs. [mehr]

Q&A with Mark Wall

27. Mai 2022

Region:

International

Autor:

Mark Wall

Q&A with

In a new ‘Q&A with’ Mark Wall, Chief Economist Europe, shares his views on an immediate threat of contraction in Europe, how soon ECB will hike rates and how far ECB rates will rise. [mehr]

Q&A with Yi Xiong

23. Mai 2022

Region:

International

Autor:

Yi Xiong

Q&A with

In a new ‘Q&A with’ Yi Xiong, Chief Economist, Asia reviews China’s recent economic performance and shares his insights on what policy makers need to do to stabilize the economy. [mehr]

Video: Navigating Inflation

20. Mai 2022

Region:

International

Autor:

Vivek Anand

dbInSights - public

Inflation is not showing any signs of stopping, with central banks caught between a rock and a hard place. [mehr]

New Podcast: Why a recession by end-2023 should be the base case

11. Mai 2022

Region:

International

Autor:

Matthew Barnard, Matthew Luzzetti, Peter Hooper

Thematic Research

Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [mehr]

Why a recession by end-2023 should be the base case

11. Mai 2022

Region:

International

Autor:

Matthew Barnard, Matthew Luzzetti, Peter Hooper

Podzept (Podcast series)

Video: Australia’s Reserve Bank

5. Mai 2022

Region:

International

Autor:

Philip Odonaghoe

dbInSights - public

Australia’s Reserve Bank this week raised the official cash rate for the first time since November 2010. In this short video, our Australia Chief Economist, Phil O'Donaghoe discusses what this means for the local economy. [mehr]

Vor einer harten Landung

29. April 2022

Region:

International

Autor:

Henry Allen, Jim Reid, Marion Laboure

Weltwirtschaftlicher Ausblick

Die Gewitterwolken über der Weltwirtschaft werden immer schwärzer. Nach Russlands Invasion der Ukraine stellen sich grundlegende Fragen zu Europas Abhängigkeit von russischer Energie und zur geopolitischen Stabilität des Kontinents. Der daraus resultierende, deutliche Rohstoff-preisanstiegkurbelt die ohnehin über dem Zielwert liegende Inflation zusätzlich an. Damit besteht ein ernsthaftes Risiko, dass sich die längerfristigen Inflationserwartungen aus ihrer Verankerung lösen. [mehr]

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