Recurring series
Deutsche BankMonthly Chartbook
Finvaulta tracks 3 editions of Monthly Chartbook from Deutsche Bank, published between September 1, 2026 and September 8, 2026. Each edition is summarized on its own page.
Latest edition · September 8, 2026
Deutsche Bank Research Institute / Monthly Chartbook: The home straight...
Deutsche Bank's monthly chartbook examines the global bond sell-off as a multi-century normalization supported by robust US nominal GDP growth of 6.6%. The report highlights growing macroeconomic rationale for central bank rate hikes, record-breaking corporate earnings driven by hyperscaler AI capex, and political shifts ahead of US midterms.
This monthly chartbook by Deutsche Bank Research evaluates major global cross-asset dynamics heading into late 2026. Long-term sovereign bond yields are normalizing toward historical averages, justified by strong US nominal GDP growth and sticky inflation pipeline pressures. Macro conditions—including accelerating payrolls, loose financial conditions, and negative real rates in Europe amid energy shocks—point to potential rate hikes from the Fed and ECB. Concurrently, global corporate earnings achieved historic non-pandemic expansion in Q2, propelled by aggressive capex from tech hyperscalers, while US equity market breadth has widened with equal-weighted indices outpacing the underperforming Magnificent Seven.
Read the latest edition in fullKey takeaways from the latest edition
- 1.The rise in global sovereign bond yields reflects a long-term normalization rather than extreme stress, supported by elevated US nominal GDP growth running at 6.6% YoY.
- 2.Macro indicators and policy rules argue for Fed rate hikes to reverse earlier insurance cuts, driven by sticky 3% trend PCE inflation, strong payroll reacceleration, and loose financial conditions.
- 3.Global corporate earnings experienced their strongest non-pandemic Q2 YoY expansion on record, headlined by an AI capex boom led by top hyperscalers.
What this series covers
- The bond sell-off in perspective...
- Should the Fed raise rates...?
- Should the ECB raise rates...?
- Midterms are fast coming into view...
- Global earnings may never have been stronger...
- The AI train rolls on...
- Japan is worth a watch...
Edition archive
Series at a glance
- Editions tracked
- 3
- First edition
- September 1, 2026
- Latest edition
- September 8, 2026