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Conference Insights: Thoughts from our annual Global Industrials, Materials & Building Products Conference
In our latest Conference Insights, David Begleiter, Nicole DeBlase, Andrew Krill and Collin Verron highlight takeaways from Deutsche Bank’s Global Industrials, Materials & Building Products Conference. The conference brought together leadin
Conference Insights: Thoughts from our Global Financials Conference
In our latest Conference Insights, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Cave Montazeri, Matt O’Connor and Bernie von-Gizycki detail key takeaways from Deutsche Bank’s Global Financial Services Conference. The conference brought
Macro MATTers: The Fed’s framework review and fiscal fears
In the latest Macro MATTers podcast, Chief US Economist Matthew Luzzetti and Head of US Rates Research Matthew Raskin discuss recent events moving markets. Their discussion focuses on how the Fed’s framework could be tweaked and pressure on
Macro MATTers: Trade de-escalation and notes from the road
In our latest Podzept episode, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss the implications of the recent de-escalation of the trade war with China and highlight key themes from a recent clie
The Great Tariff Shock: What's next for China and FX?
The US has levied over 100% tariffs on Chinese goods after a week of upwardly escalating retaliation. Trade appears to be decoupling between the world’s first and second largest economies. Oliver Harvey, Head of EM Currency Research sits do
Conference Insights: The future of media, internet and telecoms
In our latest Podzept episode, we discuss key takeaways from Deutsche Bank’s 33rd annual Media, Internet and Telecommunications conference. US Head of Research, Matthew Barnard sits down with research analysts Ben Black, Lee Horowitz, Bryan
US Economic Insights: An Early Look at the Trump Economy
With the new Trump administration moving quickly in its early days, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist, and Matthew Luzzetti, Chief US Economist discuss the most important actions impacting m
Making Sense of Space – A true voyager
In our series Making Sense of Space, we discuss the market opportunity for Defense Tech and aspirations for future space stations. Dylan Taylor, Chairman and CEO of Voyager Space joins us.
Making Sense of Space: One web, but many networks
In our series Making Sense of Space, we discuss the satellite communication (satcom) landscape, diving into areas such as growth drivers, regulatory framework, and competitive environment. Eva Berneke, CEO at Eutelsat joins us.
2024 US Election Insights: Policy and Economic Priorities of the Trump Administration
Following a decisive win for Republicans, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss what investors should expect from President Trump’s second te
Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to get their latest views on the US economy, the path forward for
Making Sense of Space: Spicing it up with Rocket Lab
In our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.
Making Sense of Space: Role of AI in Space (Part 2)
In our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.
2024 US election insights: Takeaways from the GOP convention and economic implications
With the Republican national convention underway, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the latest policy narrative, anticipated market react
Making Sense of Space: Role of AI in Space (Part 1)
In our series Making Sense of Space, we discuss the prospects of using AI in space, particularly for data analytics that can fundamentally improve many existing capabilities. Peter Platzer, CEO at Spire Global joins us.
Focus Europe: All you need to know five weeks ahead of the EU parliamentary election
EU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to
The Wide Angle: The global credit cycle signals a still tricky economic path ahead
Senior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic ha
Making Sense of Space – Earth Observation
In our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.
Macro MATTers: The current outlook for the Fed, the US Economy & Inflation
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than e
Gen Z: Soft living, but financially prudent
Olga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances.
Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, in
Making Sense of Space – Visit to the Wormhole
In our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.
Demographics: The market impact to 2030
Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government
Making Sense of Space – Spanish Rockets
In our series Making Sense of Space, we discuss the rocket launch market, mainly from the European perspective where the supply shortage is most acute. Jose Manuel Rodriguez from PLD Space joins us.
Making Sense of Space – Evolution of geospatial intelligence in govt
In our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.
2024 US election insights: Preview of the economic & political landscape
With just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the ant
Where’s my AI revolution? Practical ways to get less chat, more action
Adrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companie
Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and th
Making Sense of Space: Moving Around In-Orbit
In our series Making Sense of Space, we discuss the logistics of moving around after reaching orbit. Rockets do the heavy lifting off the ground but what happens after the payload is in space? Luca Rossettini from D-Orbit joins us.
Top thematic ideas for H2
In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.
