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FW Desk News
FreightWatch.News
Tuesday, May 19, 2026
Deutsche Bank strategists Ozan Tarman and Aditya Singhal discussed fundamental approaches to navigating macroeconomic uncertainties. The analysts emphasized how hard it is to keep investment theses relevant when market conditions shift rapidly. Their assessment focused on core economic drivers rather than short-term noise, offering frameworks that traders and portfolio managers can use to evaluate systemic risks. They underscored the importance of distinguishing between temporary market dislocations and structural economic changes. Tarman and Singhal highlighted that traditional fundamental analysis remains essential during periods of elevated volatility. The discussion reflects efforts to develop more resilient risk management strategies amid challenging global market conditions.