XTRA:DBKCapital Markets
Deutsche Bank (XTRA:DBK) Could Be 10% Above Fair Value As Inflation Risks Return
Deutsche Bank’s inflation warning as a fresh equity signal
Deutsche Bank (XTRA:DBK) has put inflation risk back on the table. In its latest dislocations report, the lender argues that comfort around prices, rates and growth now rests on fragile assumptions.
The report points to a squeeze from rising energy, food and commodity costs just as investors are pricing in steady conditions across bonds, equities and credit. That situation is the starting point for reassessing Deutsche Bank...