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

Breadth, depth and originality

AI & The Five Ws: Why, What, Who, When, Where?

March 21, 2023

Artificial Intelligence arguably came to life for the general population with the release of the accessible chatbot ChatGPT three months ago, but the technology and opportunities likely remain a mystery to many. [more]

Housing market could create a catch-22 for the ECB

March 10, 2023

Talking Point

Fighting inflation is high on the ECB’s agenda. If inflation remains elevated, additional rate increases could pose challenges in the housing markets. [more]

The German economy – one year after

March 9, 2023

Focus Germany

The German economy – one year after. With surprisingly strong hard data for January, chances are rising that GDP might be saved from another decline in Q1. [more]

The lessons of history: which historic period is most like today?

March 8, 2023

Thematic Research

Something we’re often asked is which era in history is most like this one. Perhaps the obvious answer is the 1970s, given the energy shock and high inflation. [more]

OTC derivatives trading: First signs of a shift from London towards EU financial centres

March 3, 2023

Chart in Focus

London continues to be the leading trading hub for OTC interest rate derivatives with a market share of 46% and an average daily turnover of USD 2.6 tr. However, the UK has lost ground since 2019 when its market share was still 51%. [more]

German energy supply: Oil, coal and renewables are gaining in importance

March 2, 2023

Chart in Focus

Despite the lower absolute energy imports, Germany had to pay significantly more for its imports because of higher prices. Total primary energy demand in Germany fell by just under 5% in 2022. [more]

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March 21, 2023

Reshoring's impact on markets and economies

(12:54 min)

What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over the last couple years. In addition, they consider some of the countries that are best placed to capitalise on the trend and how investors can think about the effects on asset allocation.

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Podzept

Reshoring's impact
on markets and economies

AI & The Five Ws:
Why, What, Who, When, Where?

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The Future of Payments – Series 4

Part I. Digital assets:
The end of magical thinking?

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Breadth, depth and originality

AI & The Five Ws: Why, What, Who, When, Where?

Housing market could create a catch-22 for the ECB

The German economy – one year after

The lessons of history: which historic period is most like today?

OTC derivatives trading: First signs of a shift from London towards EU financial centres

German energy supply: Oil, coal and renewables are gaining in importance

Listen to our podcasts

Listen to our podcasts

Reshoring's impact on markets and economies

Podzept

Reshoring's impact on markets and economies

AI & The Five Ws: Why, What, Who, When, Where?

The Future of Payments – Series 4

Part I. Digital assets: The end of magical thinking?

Breadth, depth and originality

Listen to our podcasts

Listen to our podcasts

Reshoring's impact
on markets and economies

AI & The Five Ws:
Why, What, Who, When, Where?

Part I. Digital assets:
The end of magical thinking?