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Macro MATTers: A conversation with Richard Clarida
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 C
The Outlook for European Banks
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.
Let's talk thEMes - 2026 Outlook: Get Involved
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
Structured Thoughts: 2026 Year Ahead
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.
AI’s impact on the economy: A conversation with Tyler Cowen
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
Payments & FinTech: The Stablecoin Effect
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, Le
Macro MATTers: Recent Fed communications and the coming end of QT
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 t
The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis
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.
Flight Deck: eVTOL reality check
In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Mark Moore, CEO of Whisper Aero and co-founder of Uber Elevate, joins us. Notably, we take a closer look
How will European companies ever catch their US peers?
Fixing the crisis of European corporate underperformance is all the more urgent as two headwinds are set to hurt the continent’s companies more than their US peers in the coming years. This paper aims to address how European chief executive
The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion bet
Securitized Markets: Structured Thoughts
In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level
The 2026 UK Budget Preview
In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.
How AI is shaping the future of Consumer Staples
In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.
Macro MATTers: FOMC recap and Fed outlook into year-end
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 September FOMC meeting and wha
Conference Insights: Thoughts from our annual TMT conference
Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes
Conference Insights: Thoughts from Deutsche Bank's Aviation Forum
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sits down with research analysts: Doug Runte, Mike Linenberg, and Hillary Cacanando, to discuss key takeaways from our 15th Annual Aviation Forum in New York. The
Conference Insights: Thoughts from DB’s Technology Conference
In our latest Conference Insights, Josh Ray, Associate Director of US Company Research, sat down with analysts Ross Seymore, Brad Zelnick, Brian Bedell, Nate Svensson and Melissa Weathers to highlight takeaways from Deutsche Bank’s 2025 Tec
Macro MATTers: Jackson Hole and Fed leadership changes
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 Chair Powell’s speech at Jackson Hole and recent changes
Stochastic conversations
Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers and the performance of "Portf
Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession
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 what the disappointing July jobs report, continued evidenc
In the fast lane with: VinFast
Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold n
Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell
In the latest 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 evidence of tariff effects in the June inflation d
The Brilliant World of FX (Episode 1): The big Japan debate
The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion betw
Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
In the latest 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 June jobs report, takeaways from the June FOMC
Mapping the world’s prices
Jim Reid, Head of Macro and Thematic Research, discusses the latest edition of the "Mapping the World's Prices" report from the Deutsche Bank Research Institute with thematic strategist Adrian Cox. The report looks at the world's cheapest a
Flight Deck - Agent 001
In our new podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For the first episode, we discuss the eVTOL landscape, sometimes also referred to as AAM (advanced air mobility). Stua
Conference Insights: Thoughts from our Global Auto Industry Conference
In our latest Conference Insights, Tim Rokossa, Bin Wang, and Edison Yu highlight takeaways from Deutsche Bank’s Global Auto Industry Conference in New York. Discussions focused on the current sentiment of automotive companies, OEMs and sup
Conference Insights: Thoughts from our annual Consumer Conference – Paris
In our latest Conference Insights, Jonathan Jayarajan, Head of European Equity Product and Deputy Head of EMEA Equity Research, sits down with 8 of our research analysts to discuss key takeaways from Deutsche Bank’s 22nd annual Consumer Con
Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair
In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, their discussion focuses on takeaways from recent data, evidenc
