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Deutsche Bank’s research indicates a global financial landscape heavily influenced by persistent inflationary pressures and shifting central bank policy expectations. Analysts are closely monitoring key economic indicators, including US CPI and PPI reports, to evaluate the trajectory of monetary tightening, while concurrently assessing the potential for non-traditional influences on Federal Reserve strategy. Regional growth narratives remain nuanced, as evidenced by positive trade metrics in China and South Korea contrasted against the volatility driven by Middle Eastern geopolitical tensions. Furthermore, the bank identifies significant shifts in capital flows, such as the resurgence of Chinese investment in Australia, which is supported by the country's high credit quality and a broader move away from US dollar-denominated assets. Collectively, this research underscores a cautious market environment where historical inflation data is being re-examined to better inform future interest rate forecasts and asset allocation strategies.

153 reports available

Early Morning Reid thumbnail

Early Morning Reid

Deutsche Bank·Jul 10, 2026

Global markets rallied as geopolitical tensions eased and semiconductor stocks surged, fueled by significant capital expenditure announcements. Consequently, investors tempered expectations for central bank rate hikes as lower oil prices eased near-term inflation anxieties.

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US Economic Notes

Deutsche Bank·Jul 10, 2026

This report previews a high-activity week for US economic data, including CPI and PPI releases, alongside congressional testimony from Fed Chair Warsh. It notes an expectation for headline CPI to be pressured lower by declining gas prices.

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Thematic Research Next Week This Week

Deutsche Bank·Jul 10, 2026

This report outlines the key economic data, central bank events, and earnings releases expected for the week of July 13, 2026. The focus is dominated by US inflation data, Fed Chair Warsh's upcoming testimonies, and the start of the Q2 earnings season.

Early Morning Reid thumbnail

Early Morning Reid

Deutsche Bank·Jul 6, 2026

The report provides a daily macro overview as of July 6, 2026, highlighting the previous week's risk-on market sentiment and the ongoing focus on central bank policy amid dovish repricing.

The Great Wall Of Tokens thumbnail

The Great Wall Of Tokens

Deutsche Bank·Jul 10, 2026

Chinese open-source AI models are rapidly gaining market share against proprietary US counterparts due to cost effectiveness. However, geopolitical risks and potential restrictions on AI exports threaten this trend.

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Buyers of Capacity

Deutsche Bank·Jul 9, 2026

Despite market concerns over Meta's reported increase in AI datacenter capacity, Deutsche Bank argues this represents a buying opportunity due to off-balance-sheet efficiencies and significant upside in high-margin third-party cloud revenue.

SpaceX Initiation Of Coverage

Deutsche Bank·Jul 7, 2026

Take Profit On USD/CAD Longs But Keep The Bearish CAD Bias

Deutsche Bank·Jul 8, 2026

What German Corporates Think About The Reform Package

Deutsche Bank·Jul 8, 2026

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