The Great 2026 Reset…

Deutsche Bank

Jim Reid

Research

46 Pages

Deutsche Bank Research Institute examines how the 2026 oil shock, Iran conflict, inflation pressure, stronger earnings, and higher rates are resetting markets. Oil has led since the conflict began, with US WTI up 52%, while Q1 earnings look unusually strong.

Key Takeaways

Oil Shock Leads: US WTI Oil gained 52% and Brent 49% since the Iran conflict began, while gold fell 13% and silver fell 20%.
Earnings Look Strong: All 11 S&P 500 sectors are expected to grow year over year, with MCG and tech at 42.9% versus 27.5% last quarter.
Rates Stay Pressured: The April Fed meeting saw 4 dissents, the most since 1992, while real fed funds may reach negative 0.5% in May.
VIEW FULL REPORT

Join our newsletter to have all of this content + Exclusive Newsletter Bonus Content delivered to your inbox every week

Related Content

Global Macroeconomics
The Divergence Conundrum
Jun 2026
Market Outlooks
Global Equity Mid Year Outlook 2026
Jun 2026
Market Outlooks
2026 Mid-Year Outlook: U.S. Stocks and Economy
Jun 2026

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.

Scroll to Top