Deutsche Bank
June 26, 2026
Global Markets Survey
Market ReportEquitiesCommoditiesCryptoInformation TechnologyEnergy
The Q2 2026 Global Markets Survey highlights a shift toward more sanguine market sentiment regarding the Iran conflict and decreasing US recession risk. It also explores accelerating AI adoption and persistent concerns regarding AI's impact on employment.
Key Takeaways
- 1.Market sentiment toward geopolitical risk in the Middle East has become more sanguine, with 88% of respondents viewing the Iran conflict as a fading market driver.
- 2.Perceived bubble risk in Mag-7 and US tech remains elevated at 7/10, while Bitcoin bubble risk has decreased to 5.7.
- 3.AI adoption in the workplace is accelerating, with only 4% of respondents reporting they have not used AI for work-related tasks.
Table of Contents
- Q2 2026 Global Markets Survey
- Appendix 1
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Authors
Jim ReidCamilla Siazon
Securities
Brent CrudeBTC
Themes
Artificial IntelligenceGeopolitical RiskMacroeconomic Outlook
Regions
EuropeMiddle EastUnited StatesFranceEngland