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Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world. Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

Podzept and Behind the Headlines with Jim Reid - Deutsche Bank Research Deutsche Bank Research

    • Wirtschaft
    • 4,7 • 24 Bewertungen

Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world. Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

    Why a recession by end-2023 should be the base case

    Why a recession by end-2023 should be the base case

    Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year.

    How is the war in Ukraine likely to impact Asian markets?

    How is the war in Ukraine likely to impact Asian markets?

    Sameer Goel, Global Head of Emerging Markets Research, discusses the impact of the war in Ukraine on Asian markets, including the complex trade relationships that have knock-on effects on the rest of the world.

    The Fed’s many challenges

    The Fed’s many challenges

    With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle.

    Russia & SWIFT: The end of the messaging system hegemony?

    Russia & SWIFT: The end of the messaging system hegemony?

    In a new episode of the Podzept podcast Marion Laboure and Luke Templeman discuss the financial market implications of banning Russia from the SWIFT payment messaging system. Listen in to learn more about SWIFT, its history, previous bans and its alternatives.

    Germany at the forefront of the energy transition

    Germany at the forefront of the energy transition

    James Brand, Head of European Utility Research discusses with Debbie Jones, Global Head of ESG Company Research the ambitious targets set by Germany's coalition government, arguably Europe's most ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remaining nuclear plants and phasing out coal. It could put Germany at the forefront of the energy transition.

    Industrials - constructive or destructive in 2022?

    Industrials - constructive or destructive in 2022?

    Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates?

Kundenrezensionen

4,7 von 5
24 Bewertungen

24 Bewertungen

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