Bloomberg Talks Deutsche Bank CEO Talks Credit Markets
Oct 17, 2025
Christian Sewing, CEO of Deutsche Bank, provides insights on the bank's robust credit portfolio despite recent market upheavals. He discusses strong corporate confidence and the surprising market optimism he observes. Sewing emphasizes the need for structural reforms to enhance European competitiveness and the importance of fiscal policy aligned with sustainable growth. He also highlights Deutsche Bank's preference for organic growth and the strategic use of AI to drive efficiency and profitability, showcasing a forward-thinking approach in a shifting financial landscape.
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Credit Portfolio Shows No Deterioration
- Christian Sewing says Deutsche Bank sees no credit deterioration and remains confident in its credit portfolio across regions and business lines.
- He acknowledges market volatility but frames it as short-term reaction rather than fundamental credit weakness.
Corporate Confidence Remains High
- Sewing reports corporate confidence is strong and recession talk hasn't dominated meetings in Washington this week.
- He warns that a recession would lower confidence and harm credit, but sees no sign of that now.
Liquidity Keeps Markets Anchored
- Sewing attributes resilience to market liquidity and investor willingness to deploy capital after stimuli like Germany's program.
- He admits some stretched valuations but rejects the view that markets are broadly overvalued.