据"德意志银行DeutscheBank"公众号9月5日消息，近日，德意志银行投资银行部宣布，任命王之诤 （Michael Wang）为大中华区消费行业客户业务负责人，专注服务消费领域客户。履新前，王之诤任职 于中金公司，为投资银行部执行总经理，同时担任中金公司投资银行部驻香港地区的中国消费行业团队 主管。 ...

Core Viewpoint - Deutsche Bank's report indicates that the recent strengthening of the Renminbi (RMB) against the US dollar may signal the beginning of a long-term appreciation cycle for the currency [1][2] Group 1: Economic Indicators - The RMB's exchange rate is expected to improve due to a reduction in trade tensions, despite the increase in US tariffs on Chinese goods [1] - China's export performance has exceeded expectations, with growth in non-US regions effectively offsetting the decline in exports to the US [1] - There has been a notable increase in the willingness of export enterprises to convert foreign exchange, while the demand for foreign exchange from import enterprises has weakened [1] Group 2: Market Trends - The net inflow of foreign exchange under the trade account has steadily increased in recent months [1] - The flow of northbound capital in the Chinese stock market has significantly improved since August [1] - The market's short positions against the offshore RMB are at a recent low, providing room for further strengthening of the RMB [2] Group 3: Future Projections - Deutsche Bank forecasts that the RMB will appreciate to 7.0 against the US dollar by the end of 2025 and to 6.7 by the end of 2026 [2] - The seasonal characteristics of exports and strong demand for profit repatriation at year-end are expected to drive a concentration of foreign exchange conversion by exporters in the fourth quarter [1]

邓智杰，常驻香港，将直接向全球首席投资官Christian Nolting、以及私人银行BLIS托管解决方案全球 主管Maria Haindl汇报，同时加入首席投资官及新兴市场覆盖地区的领导委员会。 邓智杰博士，在金融市场拥有逾25年的丰富经验，他于2012年加入高盛、最近担任高盛私人财富管理亚 洲区投资策略组主管及投资组合管理组主管。在此之前，他曾在瑞信、摩根士丹利、法国巴黎银行、美 林证券、Brevan Howard Asset Management任职。 德意志银行Deutsche Bank(DB.US)宣布，自2025年10月6日起(待监管批准)，任命邓智杰博士(Jacky Tang Chi Kit)为新兴市场首席投资官(CIO)。同时，邓智杰还将出任新兴市场全权委托投资组合管理(DPM)主 管，负责推动该行在该地区DPM业务的持续发展。 ...

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Group 1 - Deutsche Bank announced the hiring of Lisa McGeough as the head of its Americas region and CEO of U.S. operations [1] - McGeough previously held a similar position at HSBC before leaving after a few months [1] - She is set to start at Deutsche Bank in early 2026 and will report to Fabrizio Campelli, a member of the management committee responsible for corporate and investment banking as well as the Americas, UK, and Ireland [1]

Core Viewpoint - FTAI Aviation aims to be the largest provider of aftermarket engine power for the commercial aviation industry, focusing on the current generation 737NGs and A320CEO engines, which are widely used globally [1][2] Company Overview - FTAI Aviation operates as a vertically integrated company that owns and maintains airplanes, providing a full-service product that includes managing the entire asset class and maintenance activities [1] - The company offers airlines a combination of time and money savings, along with significant flexibility in their operations [1] Industry Position - FTAI Aviation positions itself as an outsourced engine maintenance provider for airlines that prefer not to manage maintenance in-house [2]

Core Viewpoint - The speech by Powell at the Jackson Hole conference highlighted the downward risks to the economy and employment, balancing the interest rate cut expectations of the U.S. government, markets, and the Federal Open Market Committee against inflation risks potentially triggered by tariffs [1] Group 1: Economic Indicators - The focus on labor market data has significantly increased, with its impact weight expected to rise notably [1] - If labor market data falls short of expectations, it could substantially elevate the Fed's interest rate cut expectations, potentially reigniting market speculation for one or more 50 basis point cuts [1] Group 2: Market Reactions - A disappointing ADP report, with a consensus of 80,000 jobs, could lay the groundwork for bearish sentiment towards the dollar, despite the index's limited predictive value for the subsequent non-farm payroll data [1] - In the event of heightened interest rate cut expectations, the dollar is anticipated to face further significant declines [1]

Deutsche Bank’s next strategic update will continue to rely on growth in its investment bank, CEO Christian Sewing said https://t.co/rcUoWQ5TB7 ...

Deutsche Bank CEO Christian Sewing said he expects bond yields to remain elevated in coming months as governments across the world struggle to implement reforms and fiscal discipline https://t.co/C91rjNwVAG ...

德意志银行表示，McGeough还将加入集团管理委员会，她的任命需经监管机构批准。 据悉，此前McGeough担任汇丰美国区总裁兼首席执行官、美国区银行业务主管，并在富国银行担任高 级职位。 智通财经APP获悉，9月2日，德意志银行(DB.US)宣布，已聘请Lisa McGeough担任其美洲地区负责人兼 美国业务首席执行官，以领导该行视为增长关键的区域。McGeough将于2026年初开始在德意志银行工 作，并向负责企业和投资银行部门以及美洲、英国和爱尔兰地区的管理委员会成员Fabrizio Campelli汇 报工作。 ...