Broker Research: Sector, Macro and Strategy Notes

Deutsche Bank·2026-08-25Macro

GBP·Neutral

Deutsche Bank·2026-08-25Macro

Deutsche Bank·2026-08-24Macro

China government bonds·OverweightPhilippine government bonds·OverweightMalaysian government bonds·Neutral

Deutsche Bank·2026-08-24Macro

USD vs G10·Underweight

Deutsche Bank·2026-08-22Sector

ADYEN.ASWISE.L

Deutsche Bank·2026-08-19Macro

Deutsche Bank·2026-08-19Sector

ANTA2331.HKADS.DEChina sportswear·Neutral

Deutsche Bank·2026-08-18Sector

BYD300750.SZChina batteries·Neutral

Deutsche Bank·2026-08-18Macro

China rates·Neutral

Deutsche Bank·2026-08-18Sector

GEELY BYD XIAOMI2015.HK9863.HK9866.HK9868.HKTSLAChina NEVs·Neutral

Deutsche Bank·2026-08-17Strategy

Global equities·Underweight

Deutsche Bank·2026-08-17Macro

China·Underweight

Deutsche Bank·2026-08-17Sector

OKTARBRK.USCybersecurity·Neutral

Deutsche Bank·2026-08-17Sector

China banks·Neutral

Deutsche Bank·2026-08-15Sector

Gold·Neutral

Deutsche Bank·2026-08-15Sector

China SOE banks·Overweight

Deutsche Bank·2026-08-14Sector

Gold·Overweight

Deutsche Bank·2026-08-13Sector

AMEBMI.USETN GEV HONIR.USLII.USNVT VRT

Deutsche Bank·2026-08-13Credit

US CLOs·Neutral

Deutsche Bank·2026-08-12Macro

CNY·Overweight

Research: Broker notes on sectors, macro, rates and strategy

FX Special Report: Where are the AI tails widest?

US Economic Perspectives: A simple framework shaping AI's impact on debt sustainability and inequality

Asia Bonds Demand - Supply Monitor

Dollar selling intensifies in G10, USD buying persists in EM

Payments Pulse: The Battle for Control Points

Japan Economic Perspectives: The AI boom: Why Japan's factories are quiet

China Sportswear: Online Sales Tracker (Jul 2026) – Domestic and Selective International Brands Outperform

Battery: China Battery – Monthly Monitor: July 2026

Asia Thematic Strategy Notes: China: Modernizing the monetary policy framework

Autos & Auto Technology: China NEV demand leading indicator (weekly new orders)-August 2nd week

Thematic Research: Can markets pull off goldilocks, or does something have to give?

July Activity Underwhelms, Shifting Focus to Policy Support

Cybersecurity: Results from our partner survey ahead of 2Q off-cycle earnings

China Banks July TSF: bond financing offsets weak credit demand

Commodities: Gold explosive phase

China banks: 2Q26 preview: resilient quarterly performance continue

Precious Blog: China may hold 25% of reserves in gold

Multi-Industry and Electrical Equipment: Multi Industry & Elec Equipment: DB 2026 Global Industrials Conference Wrap

Market value metrics – signs of normalization

RMB: Imbalance ≠ Valuation ≠ Adjustment