1. Research
  2. Products & Topics
  3. Special
  4. dbInSights

dbInSights videos

Research videos on the economy and various market conditions throughout the world.

51 (11-20)
January 27, 2022
Please wait - Loading video
Watch video

Video: Quant Outlook

January is a good time for outlooks, and in quant it is no different – especially when the macro backdrop is so important.
January 25, 2022
Please wait - Loading video
Watch video

Video: UK Economic Outlook

In this short video, Sanjay Raja takes a brief look at the UK economic outlook for 2022, and why this year will be different, from growth, to inflation, and labour markets.
January 21, 2022
Please wait - Loading video
Watch video

Video: Lithium Outlook 2022

The current tightness of the market will further continue. Deficit will widen over the coming years as EV demand accelerates, driven by the Chinese and European markets.
December 20, 2021
Please wait - Loading video
Watch video

Video: Emerging Markets Outlook 2022

The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth.
December 20, 2021
Please wait - Loading video
Watch video

Video: EU Steel Outlook 2022

2021 was a record year in steel. We expect three key drivers to support an above-average margin environment over the next two to three years: 1) demand growth in Western markets, 2) policy support in places like China (which constrains both output and exports of steel) and 3) inflation at the tail of the cost curve.
December 14, 2021
Please wait - Loading video
Watch video

Video: Quantcraft

In the latest Quantcraft report we take a look at systematic strategies in equities which trade around Earning Reporting Dates.
December 8, 2021
Please wait - Loading video
Watch video

Video: EU Transport and Airlines Outlook 2022

In Freight, Logistics and Container Shipping, we think 2022 will be a record year for earnings and FCF. With corporate balance sheets in good shape we see scope for significant shareholder returns we expect freight demand to be led by an inventory re-build and not the consumer. In Airlines & Airports, the latest travel restrictions will clearly mean some lost revenues and the return of booking hesitancy this winter. Medium-term, however, expectations are unlikely to have to change given pent-up demand for travel and the restructuring that’s been done, supporting valuations.
December 6, 2021
Please wait - Loading video
Watch video

Video: Outlook for European Banks 2022

Inflation is not transitory, in our view. While its destination might be clear, detours and delays are possible -- as highlighted by last week's Omicron sell-off. Nevertheless, at c.8x earnings, the sector is not priced for imminent interest rate hikes, pointing to upside in case of delivery of interest rate hikes -- the key theme for the sector in 2022.
December 6, 2021
Please wait - Loading video
Watch video

Video: US transportation Outlook in 2022

We're out with our U.S. Transportation Outlook. We remain positive on micro fundamentals, but caution that macro conditions are likely to wane.
November 16, 2021
Please wait - Loading video
Watch video

After COP 26 – the burden shifting to corporates?

Governments from around the world will parade their climate credentials at the COP26 summit ... but when the dust has settled, much of the pressure to implement their plans will be delegated to corporates. Post-COP, firms will be pushed via policy or social pressure to spend more to mitigate climate change. The cost may be high but proactive firms are already being rewarded by customers and investors. Those that delay may face penalties.
29.10.0