Deutsche Bank Research Institute

May 20, 2026

Megatrends: AI vs the decade’s structural headwinds

We have never been more concerned about the six megatrends that impact
economies and markets than we are today.

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More Featured Research

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Chart of The Day: Where Oil slipped, AI ripped.

May 29, 2026

Themes and trades for the summer

In the latest episode of Rate Check, the hosts are joined by George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates strategist) to discuss the latest themes and trends in global rates and FX markets.

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Rate Check

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Macro | June 1, 2026

Selected Global Asset Total Return Performance in May (USD terms)

Source: Deutsche Bank, Bloomberg Finance LP

Note: Equities, credit and bonds shown on total return basis, FX and commodities shown on spot return basis

Chart of The Day

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May 20, 2026

Stepping up trade defences against China

The growing bilateral EU-China trade deficit is symptomatic of the "second China shock" hitting the EU manufacturing sector and will reinforce calls for the EU to step up its trade defences against China.

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More German Research

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Politics & Policy

May 26, 2026

In the Shadow of Fiscal Expansion: A Chartbook

The municipalities are in a major budgetary crisis, which escalated in 2025. In this chartbook, we highlight the structural causes and discuss potential solutions.

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April 21, 2026

Germany’s Automotive Transition: A Chartbook

Germany as an automotive location and the German automotive industry have been challenged by cyclical headwinds and massive structural changes in recent years.

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January 27, 2026

More tempo - a catalyst for faster infrastructure spending is in the making

Germany’s historical fiscal regime change has been “live” since October. Now, a new law promises to act as a catalyst for faster infrastructure spending.

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Industry & Energy

November 19, 2025

Industrial power price: Short-term relief rather than a cure

The German government has agreed to introduce an industrial electricity price starting in 2026. The target price is to be 5 cents per kilowatt-hour for half of the electricity consumption and will be limited to the years 2026 to 2028.

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May 6, 2026

The Great 2026 Reset...

Since the strikes on Iran, the themes anticipated for this year have shifted meaningfully, with a clear departure from the narratives of early 2026.

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Corporate Landscape

May 22, 2026

Key takeaways from the Deutsche Bank Global Auto, Mobility & Robotics Conference

The 2026 Global Autos, Mobility & Robotics Conference brought together industry leaders for discussions on innovation, strategy, and the next generation of solutions and capabilities.

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Technology

May 21, 2026

ChatIPO: Quick take on OpenAI’s record-breaking IPO plans

Putting a giant share sale in context as the poster child for AI prepares to go public as early as September.

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Corporate Landscape

May 11, 2026

Sizing Up GLP-1 Impacts: Survey Shows Durable Shift in Pharma, Diets, and Dining

The results of our 2026 survey of current and former GLP-1 weight-loss medication users are clear: GLP-1 adoption is shifting long-term behaviors affecting pharmaceuticals, food & beverage, and restaurants.

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