Conference Insights: Thoughts from our annual TMT conference
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Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes Schaller, and Robert Grindle.
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4 itemsConference Insights: Thoughts from our Global Financials Conference
The desk interprets insights from Deutsche Bank's Global Financial Services Conference as indicating a robust performance by U.S. banks amidst a challenging macroeconomic landscape. Per the full note [source], key takeaways included accelerating consumer spending and loan growth, with some banks noting broadening into previously stagnant asset classes. This backdrop comes against a backdrop of rising interest rates and inflationary pressures from high oil prices, adding layers of complexity to the trading environment.