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1147 (91-100)
September 27, 2022

German economy: Out in the cold

Region:
Germany
Focus Germany
Topic:
Economic and european policy, Macroeconomics, Sectors and resources
Analyst:
Eric Heymann, Jochen Moebert, Marc Schattenberg, Marion Mühlberger, Sebastian Becker, Stefan Schneider
PDF 1M
German economy: Out in the cold. The real income and confidence shock resulting from the NS1 shutoff as well as the negative real wealth shock of some EUR 1.5 tn will likely send private consumption into a tailspin in 2023. Surging uncertainty and the energy shock causing a slump in competitiveness and profits will put a brake on corporate investment spending, in our opinion. The three fiscal packages and a probable additional one will likely not prevent a GDP slump. Together with a weaker global outlook, we expect the loss in final domestic demand to result in a GDP drop of 3% to 4% in 2023, after an increase of around 1% in 2022. [more]
September 27, 2022

Video: European Energy Crisis 101

Region:
Europe
dbInSights - public
Analyst:
Adrian Cox
Watch video 
Energy prices have gone through the roof. Does Europe have enough gas to get through the winter? Adrian Cox explores how Europe has been on a breakneck drive to fill up its gas storage reservoirs this summer, piping gas in from Norway and the UK and shipping LNG from America. But will that be enough? Watch this new video to find out more. [more]
September 22, 2022

Video: The Brand Wagon

Region:
International
dbInSights - public
Analyst:
Mitch Collett
Watch video 
We believe Consumer Staples companies are defined by the health and strength of their brands. As a result, we’ve just published a major piece of research which we call ‘the Brand Wagon’. In the report we analyse A&P investment over the last 25 years for the 26 largest Consumer Staples companies we cover in both Europe and the US.

This analysis allows us to assess how company investment in brands affects both financial and share price performance over the long term. We also look at how changing media consumption habits are impacting the way Consumer Staples companies build brands and whether the shift to digital versus traditional is making marketing investment cheaper or more effective. [more]
September 14, 2022

Trading asset turnover

Region:
International
Corporate Bank Research
Analyst:
Galina Pozdnyakova, Luke Templeman
PDF 925k
The two big drivers of corporate returns over the last decade have been upended in 2022. Specifically, corporates can no longer rely on higher debt or fatter profit margins as they have done post-financial crisis. Instead, to increase returns on equity, they might need to focus on generating more sales from existing assets - in other words, boost their asset turnover. [more]
September 14, 2022

The end of negative ECB interest rates: German banks reduce their vault cash

Region:
Germany
Chart in Focus
Topic:
Banking and financial markets
Analyst:
Heike Mai
Online PDF 172k
On July 21, the ECB announced that it would raise the interest rate on the deposit facility from -0.5% to 0%, effective July 27. By the end of that very month, banks in Germany had reduced their stock of banknotes and coins by a record EUR 11 billion. There is much to suggest that they will continue to reduce their non-interest-bearing cash holdings, as the ECB interest rate will rise further to 0.75% in mid-September. [more]
September 9, 2022

Q&A with Tim Rokossa

Region:
International
Q&A with
Analyst:
Tim Rokossa
Online PDF 135k
‘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. [more]
September 9, 2022

Alternative proteins – the renewables of food?

Region:
International
Podzept (Podcast series)
Topic:
Sectors and resources, Sustainability
Analyst:
Luke Templeman, Olga Cotaga
Listen Audio 12M
New Podzept Podcast. The big bust in share prices of Alternative Food stocks has echoes of the dot.com boom & bust in 2000. Yet, just as the bursting of the tech bubble did not stop the inevitable development and adoption of technology, Deutsche Bank Research see the Food Tech revolution as likely continuing despite the cooling of last year’s market euphoria. Olga Cotaga and Luke Templeman, both Thematic Research Analysts, discuss the growth potential in the industry as it continues to simmer, but with the potential to change food as we know it. [more]
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