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Oct 2025
9m 14s

Stocks face an earnings “health check”

Deutsche Bank
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Jan 26
How markets are viewing geopolitical risks
Markets have exhibited some sensitivity to geopolitical concerns amid debates over the status of Greenland, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas, though he also notes that those concerns can be somewhat transient. “Usually markets tend to ... Show More
10m 16s
Jan 19
Earnings start strong, and keeping an eye on Davos
S&P 500 earnings season for the 4th quarter has just gotten started, but early results have been strong, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. “The market is expecting roughly 7% growth this year, which seems a lot, but it's less than last ye ... Show More
8m 47s
Jan 12
A strong start for markets
Markets started the year from a position of strength despite some geopolitical instability, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. Oil prices shuddered after the US military operation in Venezuela, but “one of our topics for this year is disci ... Show More
9m 6s
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