Global markets: Oil, bonds and equities react to conflict – Deutsche Bank

Deutsche Bank reviews performance of Oil, bonds, European equities and precious metals from late February to last Friday during the conflict. The bank notes Oil and AI-related trades surged, while…

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Germany: Fiscal support offsets conflict shock – Deutsche Bank

Deutsche Bank analysts, including Mark Wall and team, argue Germany faces multifaceted headwinds from the Middle East conflict, with growth momentum weakening into mid‑2026. Expansionary fiscal policy is seen as…

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ECB: Leadership talk and policy outlook – Deutsche Bank

Deutsche Bank analysts note reports that Christine Lagarde may consider stepping down early as ECB President as part of a broader package of 2027 executive board appointments.

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RBA: Rate cut expected by February – Deutsche Bank

Deutsche Bank (DB) anticipates an interest rate cut from the Reserve Bank of Australia (RBA) after its latest monetary policy meeting keeps the door o

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