Deutsche Bank Research - economic cycle,growth trends, economic policy, finance sector, regulation

Advanced Search





Podzept
Is the US already
in a recession?

Play podcast
Congratulations to Corinne Blanchard
and Krisztina Katai for being named
2022 Rising Stars of Equity Research
by Business Insider.
#PositiveImpact

more
C-Suite
M&A, Resilience amidst a slowdown

more

July 28, 2022

Q&A with Mallika Sachdeva

In a new ‘Q&A with’ Mallika Sachdeva, Asia Macro Strategist, introduces a newly launched Deutsche Bank’s Asia Corporate Newsletter, what market environments corporates are likely to face in the coming quarter and what the longer-term themes most pressing for corporates are.

Online PDF 112k

Breadth, depth and originality

Shift in employment structure leaves the hospitality industry in a bad position

July 27, 2022

Chart in Focus

The German labour market held up well during the pandemic and even gained momentum from 2021 onwards. In the meantime, a shift in the employment structure took place that brings the shortage of skilled labour back into focus. [more]

European bank performance in inflation times

July 26, 2022

Talking Point

Rising interest rates due to rampant inflation will have a mixed impact on the banking industry. They are a boon for net interest income but also cool down loan demand (currently still buoyant) and may lead to higher loan losses. [more]

Germany's current account: The end of criticism

July 21, 2022

Chart in Focus

Germany's current account is in flux. Currently, the "terms of trade" shock is reducing the surplus in the goods balance. But structural factors such as the reduced importance of industry and demographics also point to lower surpluses. [more]

Can anything stop ‘greenflation’?

July 21, 2022

dbSustainability

Greenflation is inevitable. And it has become a more acute issue this year since many countries, particularly in Europe, have increased their efforts to expand renewables and reduce their dependence on Russian energy. [more]

Stablecoins and DeFi: Passing the test

July 19, 2022

Talking Point

Stablecoins and the DeFi ecosystem have taken a hard hit recently. However, the current stress for cryptos caused by tighter monetary policy may reveal which services offer real value for customers. [more]

Moving into recession

July 14, 2022

Focus Germany

Moving into recession. A likely further decline in Russian gas supply after the maintenance of NS1 will necessitate additional savings. [more]

Listen to our podcasts

Play podcast

July 15, 2022

Is the US already in a recession?

(13:00 min)

Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on.

Download audio file (11MB)

More podcasts

Academic Insights

July 7, 2022

Please wait - Loading video

Watch video

Leveraged Finance Conference

June 15, 2022

Please wait - Loading video

Watch video

More dbInSights