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1247 (71-80)
Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
September 19, 2023
71
Analyst:
The excitement around Artificial Intelligence that had been building since OpenAI’s launch of ChatGPT at the end of last year cooled off slightly over the past couple of months. Investors, entrepreneurs and analysts went to the beach, the media focused on time-honoured summer themes including season stories, and students took time off from writing essays using chatbots. Adrian Cox highlight six themes you missed while you were at the beach. Visit our dedicated AI website for more www.dbresearch.com/ai [more]
September 18, 2023
72
Analyst:
Region:
Megatrends such as decarbonisation, digitalisation and demographics, as well as signs of deglobalisation, could cause structural supply bottlenecks in the 2020s. In this report, we look at commodities such as copper, cobalt, nickel or lithium, for which global demand is likely to rise faster than supply, not least due to the energy transition. The availability of labour is also increasingly becoming a scarcity factor. Due to supply bottlenecks, potential growth in Germany could be closer to the 0.5% than the 1% mark in the future. [more]
September 12, 2023
75
Thematic:
Intriguing Market Insights from Luke Templeman, Olga Cotaga and Galina Pozdnyakova. Despite being closer to a Fed pause, many rate-sensitive assets are yet to recover. Investors are cautious, perhaps due to last year's rapid drops. But if history is any indicator, any post-pause rally could be swift.
In years like 2023, the latter part of the year tends to be good for equities. Hedge funds, trailing the S&P 500, may make moves to catch up.
In Europe, interdependencies with China are worth noting. Despite recent challenges, we remain optimistic about Chinese markets, with potential catalysts like improved corporate earnings and stimulus on the horizon.
A key concern remains with the lag effects of rate rises impacting the high-yield debt market. [more]
September 7, 2023
76
Anna Friedemann works in our #dbresearch team covering Central Eastern Europe Middle East & Africa (CEEMEA). Anna has a particular focus on local markets and FX with a current focus on Ukraine, Egypt and Romania.
In a new ‘Q&A with’, she explains what working as a CEEMEA strategist entails, which topics she thinks could be driving markets into year-end and which markets have come into focus. [more]
September 1, 2023
77
Region:
Back to school with a new edition of the "Germany: Economic Chartbook".
Given the deterioration of sentiment as well as other high-frequency data, and the current and looming global headwinds, we have lowered our 2023 and 2024 GDP forecasts. While inflation is moving in the right direction, leading labor market indicators point to first cracks, even though skilled workers are still in high demand. However, private consumption is weak, and the latest consumer sentiment surveys do not suggest an imminent upswing. We take a closer look at the development of wages and household finances. Higher interest rates and a low propensity to invest have slowed lending to companies. Finally, we also look at the fiscal budget, a German green trade surplus and the office market. With a more long-term perspective, we illustrate Germany's structural challenges. [more]
August 14, 2023
79
Analyst:
US inflation ticked up slightly in July as widely expected, but the broad moderating trend since a year ago appears to still be in place. What does it mean for the Federal Reserve and hopes for a soft landing? For this and more, please check out our latest video with Deutsche Bank’s senior US economist Brett Ryan and Americas Communications head Brian Blackstone. [more]
37.4.8