Core Viewpoint - Deutsche Bank's share price is currently stable as investors anticipate its third-quarter financial results [1] Group 1: Share Price Performance - Deutsche Bank, the largest bank in Germany, is trading at €29, which is a decrease from its year-to-date high [1]

钛媒体App 10月25日消息，德意志银行策略师周五在报告中写道，目前预计美联储将在下周的政策会议 上宣布停止缩减资产负债表，而不是在12月会议宣布，以避免在回购利率本周继续意外高企之后，对其 政策公信力造成"严重冲击"。（广角观察） ...

Core Viewpoint - Deutsche Bank expects the Federal Reserve to announce the halt of balance sheet reduction in the upcoming policy meeting rather than in December, aiming to maintain its policy credibility after unexpected high repo rates this week [1] Group 1 - Deutsche Bank strategists revealed the expectation of the Federal Reserve's announcement regarding the cessation of balance sheet reduction [1] - The decision is influenced by the need to avoid a "serious blow" to the Fed's policy credibility due to the recent spike in repo rates [1]

JPMorgan Chase & Co has poached three senior investment bankers from Deutsche Bank and Goldman Sachs to expand the M&A team that caters to the business services sector - and isn't done yet - in a push... ...

Core Viewpoint - The platinum market is experiencing significant price volatility, driven by potential changes in U.S. mineral policies and the risk of tariffs under Section 232, which could lead to soaring platinum prices [1][3]. Group 1: Price Movements - Platinum prices surged by 6.4% to $1,646.03 per ounce, marking the largest intraday increase since 2020 [1]. - In October, platinum spot prices reached a 12-year high, with a 60% increase since May, outperforming gold and silver [1]. - The price difference between platinum spot contracts and futures widened unusually, with a premium of $53.45 per ounce [1]. Group 2: Market Dynamics - There is a rush for physical platinum, similar to the recent silver market situation, indicating a tightening market [2]. - Dan Ghali from TD Securities noted that the platinum market is becoming "extremely tight," raising concerns about a potential "silver-like" squeeze [2]. - Despite a record export of approximately 140,000 ounces of platinum products from China last month, liquidity in the platinum system is under pressure [2]. Group 3: Policy and Supply Risks - Deutsche Bank highlighted that platinum and palladium are likely candidates for tariff actions due to concentrated supply chains and geopolitical risks [3]. - The overdue report from the U.S. Commerce Secretary will assess the national security implications of key mineral imports, including platinum and palladium [3]. - Potential trade restrictions could exacerbate existing supply tightness in the platinum market, with leasing rates above normal levels and rising operational costs for industrial users [3].

Core Insights - The current earnings season has shown stronger-than-expected results, with S&P 500 earnings growth around 12.5%, slightly above the anticipated 11-12% [2][3] - Despite a generally neutral positioning among equity investors, discretionary investors have moved to an underweight stance, indicating a disconnect between earnings growth and investor sentiment [3][4] Earnings Growth - Over the past two years, S&P 500 earnings have fluctuated around an 11% growth rate, which aligns with historical averages outside of recessions [2] - The current earnings growth is primarily driven by a few sectors, with 90% of the growth attributed to a limited number of companies, suggesting a need for broader earnings improvement across the index [6] Investor Positioning - Discretionary investors have shifted to an underweight position, which contrasts with the double-digit earnings growth being reported [4][9] - The overall market positioning has moved to neutral, but concerns about cyclical risks remain prevalent among investors [8][9] Sector Performance - The analysis indicates a bullish outlook for cyclical sectors, including financials and consumer cyclicals, as these areas are expected to benefit from improving earnings [8] - The current earnings reports are not significantly driven by macroeconomic improvements but rather by company-specific strategies such as market share gains and cost-cutting measures [6][7]

【德商银行：美国通胀数据对美元影响或难持久】德国商业银行分析师Antje Praefcke指出，周五公布的 美国通胀数据可能不会对美元产生持久影响。 她表示，这份延迟发布的数据或能揭示关税政策是否推 高了通胀水平，但"不太可能改变美联储下周会议的决策基调，因多数联储成员认为关税对通胀的任何 影响都将是暂时的"。 Praefcke认为，即便通胀数据超预期，美联储仍可能在10月29日实施降息，因当 前联储更关注就业状况，而近期劳动力市场恶化正为降息提供依据。 扫码查看原文 德商银行:美通胀数据难持久,10月 或仍降息 【德商银行:美国通胀数据对美元影响或难持久】 德国商业银行分析师Antje Praefcke指出,周五公布 的美国通胀数据可能不会对美元产生持久影响。她 表示,这份延迟发布的数据或能揭示关税政策是否 推高了通胀水平,但"不太可能改变美联储下周会 议的决策基调,因多数联储成员认为关税对通胀的 任何影响都将是暂时的"。Praefcke认为,即便通 胀数据超预期,美联储仍可能在10月29日实施降 息,因当前联储更关注就业状况,而近期劳动力市 场恶化正为降息提供依据。 本文由 Al 算法生成,仅作参考,不涉 ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Deutsche Bank (DB) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expect ...

Europe’s top banking regulator should be given a mandate to ensure the continent’s banks aren’t just safe but can also stay competitive, according to Deutsche Bank Chief Executive Officer Christian Sewing https://t.co/XuIpIPD7N5 ...

Core Insights - Deutsche Bank has been recognized as Advisor of the Year at the American Gambling Awards for its role as the exclusive financial advisor to Intralot S.A. in the €2.7 billion acquisition of Bally's International Interactive business [1] Group 1 - The award highlights Deutsche Bank's contributions in strategic, financial, and legal advisory services [1] - This recognition builds on Deutsche Bank's previous accolades, including winning the Dealmaker of the Year category in 2022 and co-winning in 2024 [1]