Podzept - with Deutsche Bank Research Podcast
1) 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 p...Show More
2) 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 ...Show More
3) 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 ...Show More
4) 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 a...Show More
5) 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 ambi...Show More
6) 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 ...Show More
7) Automotive Outlook 2022 - stronger pricing for longer?
Tim Rokossa, Global Head of Automotive Research, and Luke Templeman, Thematic Analyst discuss the 2022 outlook for global automotive.
8) World Outlook 2022-23: Dodging the Tempests
Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. ...Show More
9) How big will the China housing shock be?
In a new podcast our China Chief Economist Yi Xiong and Luke Templeman from our Thematic Research team discuss China's housing activity, which remains weak, and help to explain the implications for gr...Show More
10) Curious side effect to pandemic?
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Co...Show More