Deutsche Bank
June 29, 2026
Global Markets Survey
Market ReportEquitiesCommoditiesCryptoInformation Technology
The Q2 2026 Global Markets Survey highlights a reduction in perceived recession risk and geopolitical market anxiety. It also notes a significant surge in workplace AI adoption and a decline in perceived bubble risk for the Mag-7.
Key Takeaways
- 1.75% of investors believe the Iran conflict will fade as a market driver by year-end.
- 2.Perceived bubble risk for the Mag-7 is at its lowest level since 2021.
- 3.12-month US recession risk has reached its lowest level since March 2025.
Table of Contents
- Q2 2026 Global Markets Survey
- Important Disclosures
- Analyst Certification
- Additional Information
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Authors
Jim ReidCamilla Siazon
Securities
BTC
Themes
AI AdoptionBubble RiskGeopolitical Risk
Regions
EuropeUnited StatesIran