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Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
June 7, 2023

World Outlook: The Waiting Game…

1
Thematic Research
Analyst:
David Folkerts-Landau, Jim Reid
Region:
International
Thematic:
Thematic
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. [more]
June 7, 2023

AI in action: where is the smart money going?

2
Podzept (Podcast series)
Analyst:
Adrian Cox, Cassidy Ainsworth-Grace, Marion Laboure
Region:
International
Thematic:
AI - Media block document, AI - Video Collection
Artificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps. [more]
June 7, 2023

Is lending tight? Financing conditions for German companies

4
Talking Point
Topic:
Banking and financial markets
Analyst:
Jan Schildbach
Region:
Germany
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. [more]
May 31, 2023

Video: Products in the quant FX space

6
dbInSights - public
Analyst:
Rohini Grover
Region:
International
Thematic:
Video on public homepage/video section, Videos on public dbInsights page englisch
With the rapid advancements in technology and the increasing availability of high-quality data, quantitative FX research is becoming more sophisticated, allowing financial institutions and investors to make more informed decisions and navigate the complex and volatile foreign exchange markets. In a new video Rohini Grover, FX strategist, provides an overview of Deutsche Bank Research’s offerings in the FX quant space.

[more]
May 30, 2023

Can AI help high-labour firms to boost returns?

7
Podzept (Podcast series)
Analyst:
Adrian Cox, Luke Templeman, Olga Cotaga
Region:
International
Thematic:
AI - Media block document, AI - Video Collection
Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.

In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evidence that suggests AI could enable high-employee companies to get more value from each staff member. That may generate an outsize benefit in return on equity and potentially catalyse equity market returns in the years to come. [more]
May 26, 2023

Just a technical recession? Really?

8
Focus Germany
Topic:
Banking and financial markets, Economic and european policy, Macroeconomics, Sectors and resources
Analyst:
Eric Heymann, Jan Schildbach, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider, Ursula Walther
Region:
Germany
With Q1 GDP growth revised to -0.3% we now expect annual GDP to shrink by 0.3% in 2023. With the expected US recession weighing on German economic momentum towards year end we have cut our annual forecast for GDP growth in 2024 to 0.5% from 1.0%. Meanwhile, the energy transition policy is putting strains on government cohesion, as can be seen from the failure to agree on a piece of climate legislation this week. Spending pressures and debt-brake limits add to tensions. Still, none of the three ruling parties has an incentive to trigger early elections. [more]
May 25, 2023

AI in action: where is the smart money going?

9
Thematic Research
Analyst:
Cassidy Ainsworth-Grace, Marion Laboure
Region:
International
Thematic:
AI - News block document, AI 1 - Editor's picks, Thematic
Artificial intelligence is an overnight success that has been many years in the making. To properly anticipate what AI innovation is to come next, we went back to the source, looking at patents and venture capital deal activity that will translate into the everyday AI applications of the future. [more]
May 25, 2023

Video: Why dbResearch is focusing on AI and chatbots

10
dbInSights - public
Analyst:
Adrian Cox
Region:
International
Thematic:
AI - Media block document, AI - Video Collection, Video on public homepage/video section, Videos on public dbInsights page englisch
Artificial Intelligence has been a sizzling hot topic since ChatGPT was launched at the end of November. For once, the hype may be (almost) justified. At Deutsche Bank Research, we thought it was time to take a step back to give a clear perspective for investors and businesses, and to dig into what the latest flavour of AI, Generative AI, will really mean for our future. [more]
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