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In our latest edition of “Q&A with”, Luke Templeman, Thematic Research Analyst, shares his view on the implications of rising wage costs, greater political instability and higher interest rates for corporates.
‘Q&A with’ speaks to Tim Rokossa, Head of Company Research, Germany and Head of Autos Research. Tim and his team have just been ranked No.1 in the Institutional Investor’s 2022 All-Europe Research Team. Tim shares his outlook on what’s next for the automotive sector as it faces numerous challenges.
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.
In a new ‘Q&A with’ Matthew Luzzetti, Chief US Economist shares his insights on whether the US Economy is already in a recession, and if it isn’t when one is expected and how the Fed is likely to respond to the conflicting signals from inflation and growth.
With so much activity currently in the global equity markets, we asked our #dbresearch colleagues Binky Chadha and Parag Thatte for their thoughts on rising recession fears, how much valuations and earnings need to adjust, and whether or not they believe investors are already positioned for a recession?
Silvia Cuneo, Online Food Delivery and Marketplaces Analyst, provides insights whether or not food delivery is still popular now that restaurants have reopened, if delivery fee matter and if grocery delivery is a threat or opportunity.