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23.01.26 - 09:03
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Deutsche Bank: Clinch mit Trump – Sewing greift ein (Der Aktionaer)
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Ein interner Research-Bericht der Deutschen Bank hat für erhebliche politische Verstimmung in Washington gesorgt. Devisenstratege George Saravelos hatte in einer kurzen Analyse darauf hingewiesen, dass Europa im Grönland-Streit theoretisch US-Staatsanleihen als Druckmittel einsetzen könnte....
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22.01.26 - 21:24
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2026 Looks Better For US Automakers Than Suppliers; Deutsche Bank (ZeroHedge)
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2026 Looks Better For US Automakers Than Suppliers; Deutsche Bank
Deutsche Bank is looking at U.S. autos heading into the new year with a growing sense of separation between winners and laggards. In a new 2026 outlook note, Edison Yu and his team argue that while global auto demand remains uneven and suppliers face a tougher volume backdrop, U.S. automakers are entering the year with clearer earnings momentum, helped by better mix, lower EV losses, and a renewed ability to lean into their most profitable internal-combustion vehicles.
At a high level, the bank is cautious on global production growth despite more optimistic industry forecasts. Deutsche Bank sees downside risks tied mainly to China, where changes to government trade-in subsidies are expected to hit lower-priced vehicles hardest. While North America and Europe may improve modestly, the team does not believe those regions can fully offset a potential slowdown in China. As a result, suppliers are likely to guide conservatively for 2...
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22.01.26 - 07:51
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Deutsche Bank: Aktionäre atmen auf - das war knapp (Der Aktionaer)
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In der gestern mit Spannung erwarteten Rede von US-Präsident Donald Trump teilte dieser kräftig gegen die Europäer und die NATO aus. Hauptkritikpunkt war für ihn erneut Grönland. Doch bereits wenige Stunden danach wurden die Eckpunkte eines Deals bekannt, der deeskalierend wirken dürfte....
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22.01.26 - 02:12
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Small Caps Lead Market Gains as Russell 2000 Climbs | The Close 1/21/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Deutsche Bank Securities' Binky Chadha, H/L Ventures' Oliver Libby, Hogan Lovells' Bill Curtin, Churchill Asset Management's Ken Kencel, UBS Alignment Partners' Alliance McCartney, Apollo's David Sambur, Barclays' Jim Rossman, Closer Properties' Zhang Xin, Clarion Partners' Josh Pristaw. (Source: Bloomberg)...
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22.01.26 - 00:36
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Deutsche Bank′s Chadha: S&P ′Very Top-Heavy′ Right Now (Bloomberg)
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Bankim “Binky” Chadha, Deutsche Bank's chief U.S. equity and global strategist, says the S&P 500 is heavily concentrated in a small group of stocks. He tells Romaine Bostick and Katie Greifeld on “The Close” that shifts in bonds and rates make a neutral approach across sectors more appealing. (Source: Bloomberg)...
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