Podcast
Podzept from Deutsche Bank Research
Hosted by Deutsche Bank Research · EN
Podzept is a podcast which addresses the current issues driving the world of economics and finance.
19episodes
Episodes
Newest firstAll episodes
Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
Oct 24, 2023Tap to summarizeIn 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 the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.
Transcribe →Top thematic ideas for H2
Aug 1, 2023Tap to summarizeIn this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.
Transcribe →AI in action: where is the smart money going?
Jun 6, 2023Tap to summarizeArtificial intelligence is an overnight success that has been many years in the making. But where is it going next? In our latest Podzept episode, Dr Marion Laboure, Cassidy Ainsworth-Grace and Adrian Cox, analyse the details of an extensive database of AI venture capital deals and patents to anticipate what innovations will soon be arriving on our doorsteps.
Transcribe →Outlook for global house prices
Jan 11, 2023Tap to summarizeHouse prices are cooling off around the world after the boom years of historically low interest rates and a pandemic race for space. Countries like Sweden, Canada and Australia, which had the biggest gains, heaviest household debt and highest proportion of variable rate mortgages, are most exposed. In the latest episode of Podzept, Michael Hsueh, FX Strategist and author of the G10 Housing Monitor, Jon Bell, Head of the European Construction and House Building Research, and Adrian Cox, Thematic Strategist, discuss the outlook.
Transcribe →Outlook for Fed Policy and the US Yield Curve
Oct 20, 2022Tap to summarizeIn recent weeks, markets have been very volatile as they digest announcements from global policymakers and central bank responses to persistently elevated inflation. In the latest episode of Podzept, Matthew Luzzetti, Chief US Economist, and Matthew Raskin, Head of US Rates Research, discuss their views on the outlook for Fed policy and the US yield curve.
Transcribe →Russia & SWIFT: The end of the messaging system hegemony?
Mar 7, 2022Tap to summarizeIn 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.
Transcribe →Automotive Outlook 2022 - stronger pricing for longer?
Jan 6, 2022Tap to summarizeTim Rokossa, Global Head of Automotive Research, and Luke Templeman, Thematic Analyst discuss the 2022 outlook for global automotive.
Transcribe →The House View: 2020 Outlook – Gaining Speed
Jan 20, 2020Tap to summarizeMarion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
Transcribe →The History and Future of Debt
Oct 8, 2019Tap to summarizeWith many countries today above the recommended prudent upper threshold for debt, there is a risk that growth will slow, creating an unsustainable and negative debt/GDP cycle. That is what Jim Reid, Global Head of Thematic Research & Credit Research at Deutsche Bank Research highlights in this latest episode of Podzept.
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