Huaan Global Leading (DAX) ETF

S&P Global Ratings Upgrades Deutsche Bank’s Outlook to Positive

Deutsche Bank and Others to Invest in Multiple German Industries

ECB Investigating Deutsche Bank's Balance Sheet Risk Claims

European Banks Accelerate Stock Repurchases to Boost Share Prices

DWS Disbands Asia Private Credit Team

Deutsche Bank CEO Announces Potential Closure of Some Businesses

Deutsche Bank Aims to Improve US Fixed Income Business Ranking

China Eximbank and Deutsche Bank Discuss Deepening Strategic Cooperation

Deutsche Bank Assists in China's Successful Issuance of 4 Billion Euro Sovereign Bonds

Deutsche Bank Refinances Part of Oyo Hotels' $350 Million Loan

Fitch says Deutsche Bank's 2028 strategic plan will have a positive impact on its rating

Deutsche Bank Announces Employee Cutbacks

Deutsche Bank's Investment Banking Arm Plans to Invest in US Cash Flow Credit and Latin America

Deutsche Bank's stock fell 2.73% after announcing new targets

Deutsche Bank Sees Room to Allocate Excess Capital

Deutsche Bank aims to maintain Common Equity Tier 1 ratio at 13.5%-14%

Deutsche Bank sets target for EUR 37 billion in revenue by 2028

Deutsche Bank Sets Target for Over 13% Automation by 2028

Deutsche Bank Considers Shorting AI Stocks to Manage Data Center Risk Exposure

US Bank Raises Deutsche Bank Euro Shares Target Price to €36.5

The December Ifo index dropped to 87.6, the lowest since May, indicating stagnation in the German economy. Despite this, signs of a cyclical rebound are emerging, with increased industrial orders and reduced inventories. The government plans infrastructure and defense investments, aiming to restore competitiveness. While structural challenges remain, a cyclical improvement is expected next year, though not a structural change.

Talkmarkets

December Ifo Index Sets Friedrich Merz’s Christmas Tree On Fire

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Deutsche Bank's report questions POP MART's "volume-driven model," believing that capacity expansion, while increasing sales, has destroyed its core "scarcity" premium, leading to a sharp decline in overseas customer flow and queueing phenomena. The bank warns that if it sacrifices IP popularity for short-term sales, its high-profit business model and long-term valuation will be difficult to maintain

- Deutsche Bank reports a significant shift in the market, downgrading Pop Mart's rating to "hold" due to the loss of product scarcity diminishing brand value.  
- The company's aggressive expansion has led to surplus supply, resulting in decreased consumer enthusiasm and notable declines in foot traffic in overseas markets.  
- As a consequence, Pop Mart's high profit margins may be jeopardized, prompting concerns over its sustainability and potential similarity to the Hello Kitty trend cycle.

Wallstreetcn

Deutsche Bank AG

POP MART

The decrease in foot traffic and the disappearance of queues at most overseas stores! Wall Street questions: Is POP MART's choice of "volume model" correct?

Despite Walsh's recent advocacy for lowering interest rates, he is more hawkish on the balance sheet issue. However, Deutsche Bank believes that the premise for implementing "parallel rate cuts and balance sheet reduction" is regulatory reform to reduce banks' reserve requirements, and the feasibility in the short term is questionable. The market needs to closely monitor whether the new chairman can maintain independence under the pressure of Trump's demand for significant rate cuts, as well as the process of establishing his policy credibility

- Deutsche Bank analyzes Kevin Warsh's potential policies if appointed as Federal Reserve Chair, suggesting a unique combination of interest rate cuts and balance sheet reduction.  
- The report highlights that Warsh's approach hinges on regulatory reforms to lower banks' reserve requirements, though its short-term feasibility is uncertain.  
- Overall, the market should closely monitor the new chair's independence under pressure from President Trump for significant rate cuts and the credibility of their policy commitments.

The next chairman of the Federal Reserve is changing! Waller's policy proposals: interest rate cuts + balance sheet reduction

Wall Street generally believes that the Federal Reserve will cut interest rates next year, with Deutsche Bank and Goldman Sachs expecting the US dollar to continue weakening in 2026. As the Federal Reserve continues to cut rates, central banks in Europe and Japan tend to maintain or even raise interest rates, which will weaken the attractiveness of dollar-denominated assets. If the Fed's rate cuts exceed expectations and the economies in non-US regions recover, the dollar may face sustained depreciation pressure

- Major Wall Street banks, including Deutsche Bank and Goldman Sachs, predict that the U.S. dollar will continue to weaken as the Federal Reserve maintains its interest rate cuts next year.  
- Analysts highlight a divergence in monetary policies between the U.S. and other major economies, which is expected to exert ongoing depreciation pressure on the dollar.  
- While some institutions foresee a potential recovery for the dollar driven by a strong U.S. economy, the consensus remains that the dollar will likely depreciate against major currencies by the end of 2026.

Goldman Sachs

Wall Street sings in unison: Goldman Sachs and Deutsche Bank bet on the Federal Reserve's interest rate cuts, and the decline of the US dollar in 2026 is unstoppable