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- 22. Okt.letzte Folge
A podcast featuring Deutsche Bank’s leading research analysts discussing fixed income, FX, commodities and emerging markets.
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US Equities: Tech, Earnings and Midterms
In this edition of Rate Check, the hosts are joined by Parag Thatte, and cover the current earnings season, what the midterm elections mean, and why equities have been so resilient in the face of higher bond yields.
France and Oil in Q4 and beyond
In the latest episode of Rate Check, the hosts are joined first by Yacine Rouimi (European economist) and Michael Hsueh (Oil strategist). They discuss the recent market moves around France, including an historic widening of the French-Germa
Japan, supply shocks and EM FX
In the latest episode of Rate Check, the hosts are joined first by Oliver Harvey (Head of CEEMEA and LatAM FX research). They start by discussing the rise in US yields above 5%, and why its drivers make for a more cautious outlook on EM FX.
What's happening in Europe?
In the latest episode of Rate Check, the hosts are joined by Mark Wall (Chief European Economist) and Ioannis Sokos (Senior Rates Strategist). They discuss the forthcoming ECB meeting and why global and European developments now leave the r
Jackson Hole, Treasury buybacks, and Korea
In the latest episode of Rate Check, the hosts are joined first by Matt Luzzetti (Chief US Economist). They discuss the implications of recent US data for the Fed outlook, look ahead to Fed Chair Warsh’s address at the Jackson Hole Symposiu
What next for bonds?
In the latest episode of Rate Check, the hosts are joined by Francis Yared (Global Head of Rates Research) and Mallika Sachdeva (Head of FX Thematics). They discuss recent developments in global markets, with a focus on rates, what’s happen
All things US: midterms, Fed and the dollar
In the latest episode of Rate Check, the hosts are joined by Brett Ryan (US Economist) and Tim Baker (Head of Americas FX Research). They discuss the latest trends in global markets, before focusing on the key events in the US in coming wee
Markets after the US-Iran deal and the Fed
In the latest episode of Rate Check, the hosts are joined by Helen Belopolsky (Global Head of Geopolitical Research) and Matt Raskin (US Head of Rates Research) to discuss the two main drivers of markets in recent weeks: the interim US-Iran
Germany, the Fed, and the World Cup
In the latest episode of Rate Check, the hosts are joined by Robin Winkler (Chief German Economist). They discuss the latest trends in global markets, before focusing on the German economic outlook. The trio then discuss the key risk events
Themes and trades for the summer
In the latest Rate Check episode, George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates Strategist) join to discuss key trends in global rates and FX markets.
Why the Trump-Xi summit matters
In the latest episode of Rate Check, the discussion focuses on the upcoming summit between Presidents Xi and Trump, the risks to EM markets’ resilience, and the longer-term implications of the increase in global defence spending.
What's happening with oil?
In the latest episode of Rate Check, the discussion focuses on oil prices, and how they’re being impacted by the closure of the Strait of Hormuz.
Central Bank Bonanza
In the second episode of our Rate Check podcast, the discussion breaks down what really matters across global central banks. Speakers:Henry Allen (Macro Strategist)Shreyas Gopal (FX Strategist)Mallika Sachdeva (Head of FX Thematics)Matthew
Yields up, dollar down
In the first edition of our Rate Check podcast, Shreyas Gopal (FX Strategist) and Henry Allen (Macro Strategist) are joined by Francis Yared (Global Head of Rates Research) and George Saravelos (Global Head of FX Research). They delve into
Rate Check: Where macro meets markets - Trailer
Welcome to Rate Check, a brand new podcast from Deutsche Bank Research. In this trailer episode, Henry and Shreyas briefly outline what to expect from this series. Going forward, they will host guests from across the Deutsche Bank Research
