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 * INDUSTRIAL EVOLUTION:
   QUALITY OVER QUANTITY
   
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   2024 US ELECTION INSIGHTS: 
   
   
   TAKEAWAYS FROM THE GOP CONVENTION AND ECONOMIC IMPLICATIONS
    
   
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June 12, 2024


Q&A WITH MARION MÜHLBERGER AND URSULA WALTHER



In our latest "Q&A with" series, Marion Mühlberger and Ursula Walther from
Deutsche Bank’s European Policy research team share their views on the recent
European parliamentary elections and how they may impact the EU's leadership and
policy priorities going forward.
Online PDF114k


BREADTH, DEPTH AND ORIGINALITY




GERMAN CONSUMERS ARE STILL SCEPTICAL

August 2, 2024
Focus Germany
German households are taking home higher real incomes again after three years of
seeing their purchasing power decline. In light of these income gains, however,
private consumption remains disappointingly anemic. [more]


LATEST IN AI: HIGHER COSTS, SEARCHGPT, NVIDIA'S CHINA CHIP

July 30, 2024
Thematic Research
Concern about a lack of much evidence that higher AI spending is translating
into conspicuous returns helped trigger a near 6% average drop in the seven Big
Tech stocks in the US last week. [more]


IT'S STUCK

July 25, 2024
Germany Blog
The data available so far for Q2 and Q3 indicate that Germany's economic
recovery has lost momentum over the summer. The PMI and ifo data this week
disappointed and point to a sluggish recovery in the German economy at best.
[more]


GERMANY: THE END OF THE SINGLE-FAMILY HOME?

July 24, 2024
Talking Point
Homes are often unaffordable in large cities and metropolitan regions. Due to a
lack of space and housing, fewer single-family homes are being built. This trend
is likely to continue. [more]


LATEST IN AI: REASONING AI?, TRUMP, NEW START-UPS

July 23, 2024
Thematic Research
OpenAI is developing AI technology that may be able to plan and reason – one of
the Holy Grails of AI. Meanwhile, the ‘godmother of AI’ Fei-Fei Li has created a
billion-dollar start-up. [more]


TAKING STOCK OF THE LATEST FISCAL DECISIONS: STILL LOTS OF UNCERTAINTY

July 23, 2024
Focus Germany
Although the growth initiative contains some promising ideas to revive the
economy, it remains to be seen whether the resulting positive effects can be
reaped to a significant extent as early as in 2025, as assumed by the
government. [more]
More articles


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July 18, 2024


2024 US ELECTION INSIGHTS: TAKEAWAYS FROM THE GOP CONVENTION AND ECONOMIC
IMPLICATIONS

(17:50 min)

With the Republican national convention underway, Pam Finelli, COO and Head of
Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of
US Political Affairs discuss the latest policy narrative, anticipated market
reactions and how investors are positioning given an evolving political
landscape.
Download audio file (16MB)
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