Podzept - The Bigger Picture

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the key takeaways from the June FOMC meeting, the first for new Fed chair Kevin Warsh

Jonathan Jayarajan, Steve Powers, Tom Sykes and Mitch Collett discuss the key challenges and opportunities facing the Consumer Staples industry.

In the “Securitized Markets: Structured Thoughts” podcast series, Deutsche Bank research strategists discuss relevant themes across the US securitized and structured credit markets. In this episode the team discusses their mid-year outlook and surface key takeaways from the first half of the year, and what drivers are set to impact the market in the second half.

In our latest Conference Insights podcast hosted by Matt Barnard, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Matt O’Connor and Nathan Stein detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference brought together leading executives and investors to discuss key trends and developments in the financial services industry.

Host Jonathan Jayarajan speaks with Tim Rokossa on the European Champions Conference insights, where corporates discussed economic challenges, AI, and Germany’s stimulus – revealing some surprising conclusions.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the recent sharp repricing in markets towards expectations of Fed rate hikes. They debate both the fundamental conditions that could lead to this outcome as well as how to think about current market pricing and the ri...

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss how their forecasts have changed in response to the recent oil price shock, as well as what to watch out for at Kevin Warsh’s hearing for Fed chair.

US Deutsche Bank analysts discuss how today’s investments are shaping the future of energy infrastructure. DB Moderator:Laura Daniels (Deputy Associate Director, US Equity Research)DB Speakers:Ross Seymore (Lead Analyst, Semiconductors) Nicole DeBlase(Lead Analyst, Multi-Industry)Corinne Blanchard(Lead Analyst, Clean Tech & Solar)James Mulholland (Analyst, US Autos)Brett Ryan (US Economist)

In our podcast, “In the Fast Lane,” we discuss topics across vehicle autonomy, electrification, infotainment and more. In this episode, we sit down with Lucid, following its Analyst Day, to explore its production outlook, robotaxi development, Uber partnership, consumer autonomy and the drivers of the material cost reductions over the next few years. Marc Winterhoff, Interim CEO, and Taoufiq Bouss...

Geoeconomics has suddenly become central to world affairs. Foreign exchange and energy research strategists Oliver Harvey, Mallika Sachdeva and Michael Hsueh dip into history, geography and energy to explain why this is – and what it means for global power in the future. The discussion is hosted by Thematic Strategist Adrian Cox. Featuring:Adrian Cox, Thematic StrategistOliver Harvey, Head of CEEM...

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the implications of the recent oil price shock for the economy, rates markets, and monetary policy in the US.

In this installment of Making Sense of Space, we take a deeper dive into satcom discussing the evolution of the industry, market dynamics, emergence of LEO mega constellations, MSS spectrum, D2D/DTC, and future growth areas with Matt Desch, CEO of Iridium

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the potential impact of AI on the labor market and what Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.

In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a bullish lending market

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they present the key consensus views for the US economy, Fed and rates markets in 2026, and discuss how their views differ.

In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Xin Gou, editor-in-chief of Flying China magazine, joins us. Notably, we take a closer look at the history of eVTOL industry in China, supply chain, major players, regulation and certification process.

Dr Helen Belopolsky, Global Head of Geopolitical Research, Miha Hribernik, Chief Geopolitical Strategist, Asia, and Adrian Cox, Thematic Strategist, discuss how geopolitics in 2026 are reshaping the operating environment for corporates and investors, emphasising that volatility is the new normal and anticipating developments is crucial. The discussion covers the evolving international landscape, i...

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they host Richard Clarida, Managing Director at PIMCO and former Vice Chairman of the Federal Reserve Board of Governors, for a wide-ranging discussion on the outlook for the US economy, monetary policy, and markets. Dr. Clarida i...

Jonathan Jayarajan (Head of European Equity Research Product) and Benjamin Goy (Head of European Financials research) discuss the likely trajectory of the banks sector following strong performance over recent years.

In the first episode of this new series ‘Let's talk thEMes’, Deutsche Bank’s Emerging Markets research team discusses key themes facing EM in 2026 – combining top-down views on the asset class with a bottom up look at various EM geographies around the world. After delivering close to what has been among the best annual performance since GFC, we argue for why EM has more room to go. Featuring:Samee...

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.

Several weeks ago on October 7th, we hosted our 4th annual Fall Macro Conference at our Columbus Circle office in NYC. This year, the event brought together nearly 500 global investors to discuss some of the top macro topics of the day. The conference also featured in-depth conversations on artificial intelligence. Our colleague Anil Atluri, Head of ICG Americas, hosted a wide-ranging discussion w...

In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, Lead Analyst of US Payments, Processors and IT Services.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss recent communications from the Fed, particularly around the near-term policy path, the outlook for QT, and the potential for the Fed over time to transition to a new policy rate.

In this podcast George Saravelos discusses the macro outlook with two of the world's foremost experts on global trade, capital flows and China. The conversation took place during this year's Deutsche Bank Macro conference in New York.