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1972 (51-60)
15. Juni 2023

The clock is ticking

Region:
International
The House View - Snapshot
Autor:
Cassidy Ainsworth-Grace, Jim Reid, Marion Laboure
PDF 282k
We have consistently argued over the last 2-3 years that the US is heading for its first genuine policy-led boom-bust cycle in at least four decades. The inflation we see was induced largely by expansive fiscal and monetary policy, and the aggressive rate hikes needed to tame that have now materialised. Avoiding a hard landing would be historically unprecedented. [mehr]
15. Juni 2023

Video: Quantcraft: Can AI replace humans in thematic investing?

Region:
International
dbInSights - public
Autor:
Ganchi Zhang
Video ansehen 
Can Artificial Intelligence (AI) help you beat the market? In a new video, Ganchi Zhang highlights our report exploring how you can use AI as a tool to identify new market drivers and turn them into tradable baskets of securities. Our report also discusses how quantitative methods automate the steps involved in constructing a thematic index, including theme identification, relevance scoring, and portfolio construction with an example of venture capital replication. In the report he shows how generative AI can be used to provide contextual information for the selections. Clients of dbResearch can access the full report on research.db.com [mehr]
14. Juni 2023

Supply chain diversification: Europe's investment patterns in Asia

Region:
International
Thematic Research
Autor:
Joey Chung, Malika Sachdeva
PDF 916k
The diversification of supply chains is becoming an increasingly important theme for corporates. A series of economic and geopolitical shocks in recent years have exposed the vulnerabilities of concentrated supply chains, and are prompting conversations around the option set for corporates, particularly around China Plus One strategies. [mehr]
13. Juni 2023

World outlook: The waiting game...

Region:
International
Podzept (Podcast series)
Autor:
Jim Reid, Mark Wall, Matthew Luzzetti
Anhören Audio 32M
Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts don’t expect any G7 country to grow by more than 0.8% in 2024. However, when it comes to the long term they are very enthusiastic about the prospects of AI changing the nature of our economies in the years ahead, which could offer some optimism after a very challenging start to the decade. [mehr]
12. Juni 2023

Wärmepumpen gehen bei Neubauten in Führung, aber Anteil im Bestand noch gering

Region:
Deutschland
Aktuelle Grafik
Thema:
Branchen und Ressourcen
Autor:
Eric Heymann, Jule Mau
Online PDF 145k
Elektrische Wärmepumpen werden bei deutschen Bauherren immer beliebter. Schon im Jahr 2022 lieferten sie in mehr als der Hälfte aller Wohnungen in Neubauten die primäre Heizenergie. Im 1. Quartal 2023 stieg dieser Anteil sogar auf 55%. Somit haben Wärmepumpen in kurzer Zeit die Marktführerschaft übernommen. Ein wichtiger Grund für den raschen Zuwachs ihres Marktanteils sind staatliche Zuschüsse, die bis zu 40% der Gesamtkosten ausmachen können. [mehr]
12. Juni 2023

Heat pumps take the lead in new buildings, but share in existing buildings still low

Region:
Deutschland
Chart in Focus
Thema:
Branchen und Ressourcen
Autor:
Eric Heymann, Jule Mau
Online PDF 120k
Electric heat pumps are becoming increasingly popular with German homebuilders. In 2022, they already supplied the primary heating energy in more than half of all homes in new buildings. In the 1st quarter of 2023, this share even rose to 55%. Thus, heat pumps have taken over the market leadership in a short time. An important reason for the rapid growth of their market share is government subsidies, which can account for up to 40% of the total cost. [mehr]
9. Juni 2023

European bank performance - As good as it gets, despite recent wobbles?

Region:
Europa
Talking Point
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 95k
European banks are running at full steam, achieving the best start to a year since the financial crisis – the stress in March notwithstanding. Revenues have been buoyed by exceptional growth in interest income, while provisions for loan losses have fallen back again and costs remain in check. Capital and liquidity positions continue to be very robust, in spite of ample returns to shareholders and TLTRO repayments to the ECB. There are some clouds on the horizon though: interest rate increases are likely coming to an end and loan growth may slow further. [mehr]
7. Juni 2023

Is lending tight? Financing conditions for German companies

Region:
Deutschland
Talking Point
Thema:
Banken und Finanzmärkte
Autor:
Jan Schildbach
Online PDF 212k
Corporate lending is slowing substantially but this is primarily a normalization and due to subdued demand at least as much as it is due to supply conditions, i.e. banks’ tighter credit standards. At +8% yoy, credit expansion is still substantial. Only two industries are currently seeing a contraction. More worrying is the drying up of the corporate bond market where net issuance has collapsed since autumn. It is suffering from the double whammy of much higher interest rates and the disappearance of its dominant buyer of recent years, the ECB. [mehr]
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