Structured Thoughts: 2026 Year Ahead

Update: 2025-11-23

Description

In this episode of “Structured Thoughts”, Deutsche Bank research strategists discuss their forecasts for the US securitized markets in the year ahead, surfacing themes that will be relevant for investors in 2026.

Comments

In Channel

Structured Thoughts: 2026 Year Ahead

2025-11-2342:31

AI’s impact on the economy: A conversation with Tyler Cowen

2025-11-0545:43

Payments & FinTech: The Stablecoin Effect

2025-10-2821:08

Macro MATTers: Recent Fed communications and the coming end of QT

2025-10-2023:22

The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis

2025-10-1651:23

Flight Deck: eVTOL reality check

2025-10-15--:--

How will European companies ever catch their US peers?

2025-10-1225:09

The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?

2025-10-0538:49

Securitized Markets: Structured Thoughts

2025-09-30--:--

The 2026 UK Budget Preview

2025-09-2430:21

How AI is shaping the future of Consumer Staples

2025-09-2326:33

Macro MATTers: FOMC recap and Fed outlook into year-end

2025-09-1829:38

Conference Insights: Thoughts from our annual TMT conference

2025-09-1428:06

Conference Insights: Thoughts from Deutsche Bank's Aviation Forum

2025-09-0916:16

Conference Insights: Thoughts from DB’s Technology Conference

2025-09-0727:00

Macro MATTers: Jackson Hole and Fed leadership changes

2025-09-03--:--

Stochastic conversations

2025-09-0144:58

Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession

2025-08-1430:30

In the fast lane with: VinFast

2025-08-10--:--

Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell

2025-07-2336:19

00:00

Structured Thoughts: 2026 Year Ahead

#box-pro-ellipsis-176509778956215{-webkit-line-clamp:2;}Structured Thoughts: 2026 Year Ahead

Structured Thoughts: 2026 Year Ahead

research.network@db.com

Structured Thoughts: 2026 Year Ahead