Deutsche Bank Research Institute

March 24, 2026

What Iran means for the dollar: a perfect storm for the petrodollar

The Middle East is strategically very important to the dollar’s role as the world’s reserve currency. The Iran conflict could test the foundations of the petrodollar regime.

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Chart of The Day: From Looms to LLMs

March 20, 2026

Geoeconomics is the new key to world affairs

Geoeconomics has suddenly become central to world affairs.

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Expert Voices

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Macro | March 27, 2026

For the following time horizons, which best describes your expectation for AI’s impact on employment? Assume a scenario where AI adoption stays on its current trajectory. AI will…

Source: dbDataInsights Survey, Deutsche Bank Research

Chart of The Day

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Finance & Banking

March 20, 2026

Frühstart-Rente: A small step with major long-term implications

The German government is looking to introduce the “Frühstart-Rente”, a new private pension scheme automatically enrolling all school-age children. The reform would mark a profound shift, aiming for an early start to capital market-based old-age provision.

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More German Research

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Finance & Banking

March 9, 2026

Private pension reform in Germany – a bold move towards capital markets

Germany is debating an overhaul of the third pillar of retirement savings, aiming for effective low-cost solutions with higher returns.

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March 2, 2026

Five regional elections – a mixed bag for the Merz government

The series of five regional elections has been kicked off. Favorable election outcomes might lead to a new reform push in the Merz government.

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Industry & Energy

December 15, 2025

Germany's energy transition: A proposal for readjustment

Despite significant progress in some areas of the German energy transition, it is becoming apparent that important energy policy goals will be missed. In this report, we outline potential measures for readjusting the energy transition.

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Industry & Energy

November 19, 2025

Industrial power price: Short-term relief rather than a cure

The German government has agreed to introduce an industrial electricity price starting in 2026. The target price is to be 5 cents per kilowatt-hour for half of the electricity consumption and will be limited to the years 2026 to 2028.

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March 11, 2026

The House View - The Impact of the Middle East

This Snapshot provides a summary of Deutsche Bank Research's views on global macro, monetary policy and markets in just two pages.

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Corporate Landscape

March 24, 2026

Power Play: Investing in Energy Infrastructure for the AI Era

AI is fueling an energy deficit. Today’s energy investments are shaping the future through legacy and innovative ways that solve for current constraints and longer-term scale, with implications for the broader economy and critical infrastructure.

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Geopolitics

March 4, 2026

Iran: Its politics, economy, and impact

To understand the conflict, understand the country. We give a brief overview of Iran’s politics, history, military, economy, and energy assets – and how the conflict may affect US and European growth and inflation.

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March 10, 2026

Tracking the effects of AI on the US labor market

So far, the impact of AI on the US labor market has been more micro than macro. This chartbook tracks in real-time whether that is changing.

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March 4, 2026

The Brilliant World of FX: A deep dive into restricted markets

In this report, we discuss "restricted markets," defined as emerging markets with current or capital account restrictions, or both. We examine their market structure and challenges of trading.

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Geopolitics

March 4, 2026

Innovation, Jobs and Inflation: Lessons from 250 Years of Disruption

New technology has always sparked fears of job losses. Yet the long-run record is clear: productivity gains lift incomes, expand demand, and generate entirely new industries, with employment ultimately reallocated rather than eliminated.

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