Podzept - The Bigger Picture

Deutsche Bank
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Podzept is a podcast which addresses the current issues driving the world of economics and finance.

  1. 17. Juni

    Macro MATTers: What we heard at Warsh’s first FOMC meeting

    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

  2. 16. Juni

    From Pricing Power to Precision: An Evolution for Consumer Companies

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

  3. 15. Juni

    Structured Thoughts: US Securitized Markets Midyear Outlook

    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.

  4. 3. Juni

    Conference Insights: Thoughts from our Global Financials Conference

    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.

  5. 1. Juni

    Conference Insights: Thoughts from our dbAccess European Champions Conference

    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.

  6. 21. Mai

    Macro MATTers: Could the Fed hike rates in 2026?

    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 rise in long-term yields

  7. 19. Apr.

    Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing

    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.

  8. 2. Apr.

    Power Play: Investing in Energy Infrastructure for the AI Era

    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)

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Info

Podzept is a podcast which addresses the current issues driving the world of economics and finance.

Informationen

  • Kanal
    Deutsche Bank
  • Erstellt von
    Deutsche Bank Research Institute
  • Jahre aktiv
    2019 - 2026
  • Folgen
    193
  • Bewertung
    Unbedenklich
  • Copyright
    © Copyright 2003-2026, Deutsche Bank Research, Deutsche Bank AG
  • Sendungswebsite
    Podzept - The Bigger Picture

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