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Deutsche Bank notes that recent tariff announcements show lower-than-expected tariffs for the Americas, expected rates for Europe, and significantly higher tariffs for Asia. A straightforward FX adjustment is anticipated, with a focus on China's potential yuan devaluation or fiscal stimulus response. The global impact will hinge on whether China allows the USD/CNY to exceed 7.20.
Barclays anticipates significant US tariff increases, projecting 30% on China and 10% on other countries, raising the average tariff rate to 15%. This shift is expected to slow global growth, with forecasts indicating a 2.5% growth rate for Q4 2025 and a rise in consumer savings due to economic uncertainty. The bank warns of potential market volatility as consumers face job losses and higher prices.
Deutsche Bank has downgraded Paramount Global (PARA) from 'buy' to 'hold' due to rising risks in the advertising sector, lowering its price target from $15 to $12. Analysts project an average target price of $12.39, indicating a potential upside of 5.01%, while GuruFocus estimates a more optimistic GF Value of $14.18, suggesting a 20.22% upside.
Tesla reported a record drop in Q1 deliveries, selling only 337,000 vehicles, which is 50,000 fewer than last year and 14% below analyst estimates. Analysts attribute the disappointing performance primarily to weaker-than-expected US sales, exacerbated by CEO Elon Musk's political distractions. Despite the poor numbers, Tesla's stock rose 5% on news that Musk may refocus on the company.
DWS, Deutsche Bank’s asset manager, has been fined €25 million for misleading ESG claims, marking one of the largest penalties for greenwashing to date. Meanwhile, the EU Commission is seeking public input on its future budget, crucial for achieving decarbonisation targets, while China restricts US investments amid rising tensions. Additionally, Homes England has launched a £150 million Greener Homes Phase 2 scheme to promote energy-efficient housing development.
Deutsche Bank has downgraded Altria Group to "Hold" from "Buy," citing limited upside after a strong rally and ongoing regulatory challenges related to its NJOY e-vapor business. Despite a 15% gain this year and an attractive 7% dividend yield, the firm believes the stock is fairly valued at 11.3 times estimated 2025 earnings, with a price target of $60, indicating only 2% upside. Altria faces regulatory hurdles following a ruling that its NJOY products infringe on Juul Labs' patents, impacting its future prospects.
Deutsche Bank has downgraded Paramount Global's rating from "Buy" to "Hold," citing a revised EBITDA outlook and the stock's peak price since the merger announcement with TPG Capital's Temple Dance Studios. The price target has been adjusted from $15 to $12, reflecting a more balanced risk-reward scenario amid potential macroeconomic challenges affecting advertising.
Deutsche Bank has downgraded Altria Group to "Hold" from "Buy," citing limited upside after a strong rally and ongoing regulatory challenges affecting its NJOY e-vapor business. Despite a 15% gain this year and attractive cash flow and dividend yield, the firm believes the stock is fairly valued at current levels, maintaining a $60 price target with only 2% upside potential. Altria faces regulatory hurdles following a ruling that its NJOY products infringe on Juul Labs' patents, impacting future prospects.
Rocket Cos Inc. shares surged 13% after Deutsche Bank upgraded the stock from Hold to Buy, raising the price target to $16 from $14. The upgrade follows the company's $9.4 billion acquisition of Mr. Cooper Group, which is expected to enhance market share and provide significant earnings per share accretion by 2027, while also stabilizing earnings during slower mortgage origination periods.
Deutsche Bank has downgraded Paramount Global from "Buy" to "Hold," lowering its price target from $15 to $12 due to reduced earnings expectations and increased advertising risks. The bank cut its 2025-2027 EBITDA estimates by 8-10% and expressed a preference for other media investments like Fox and Disney, citing macroeconomic pressures on advertising revenue. Further clarity on Paramount's strategy and financial targets is awaited before reassessing the outlook.
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