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 Kraft, Matthew Niknam, and Ben Soff.由[email protected]

Germany has just voted in one of the most closely watched federal elections in decades. The political landscape has shifted and it feels like Germany – and Europe – are at a crossroads. What does this mean for the German economy, including reforming the debt brake? How should Europe react to the new tone coming from Washington? And what’s next for …

Welcome to This is Deutsche Bank - a podcast all about the news and trends shaping the world of banking and finance.由Deutsche Bank

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 markets and the global economy.由[email protected]

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.由[email protected]

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.由[email protected]

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 term.由[email protected]

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 the Fed and the outlook for the US consumer.由[email protected]

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.由[email protected]

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.由[email protected]

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 reactions and how investors are positioning given an evolving political landscape.…

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.由[email protected]

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 go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be ce…

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 have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely,…

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.由[email protected]

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 expected inflation data, current expectations and pricing, and DB’s view on R-Star.…

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. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.…

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, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sh…

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.由[email protected]

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 budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this…

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.由[email protected]

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.由[email protected]

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 anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions t…

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 companies can begin to overcome them.由[email protected]

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 the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 rece…

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.由[email protected]

In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.由[email protected]

Deutsche Bank Research has just released the latest World Outlook, featuring updated views on economics and markets. They have called this edition “The Waiting Game…” because they maintain their call for a US recession in Q4 as the lags from tighter monetary policy really start to hit. That weak outlook is evident elsewhere too, and their forecasts…

Artificial 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…

Artificial intelligence offers the tantalising prospect of improving the perennial underperformance of companies with many employees.In this podcast, Luke Templeman, Olga Cotaga and Adrian Cox discuss why high-staff companies tend to have a lower market capitalisation, thinner margins and lower growth rates than lower-staff ones. They analyse evide…

In our series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. This episode will focus on Earth Observation (EO) which involves gathering information about the planet’s physical, chemical and biological systems to deliver actionable insights. In particular, we go over how radio frequency data can be used to analyze marine,…

Artificial intelligence is beginning to permeate our lives, but the technology and opportunities likely remain a mystery to many. In this podcast, Dr Marion Laboure, Adrian Cox and Cassidy Ainsworth-Grace look at today’s artificial intelligence landscape, its rapid growth and the new capabilities of ChatGPT and its competitors.…

What happens when geo-political tensions create a sense of insecurity in corporate CEOs? One result is that some are reshoring. This applies to both manufacturing and services – both supply chains and operations. In this podcast, Luke Templeman and Olga Cotaga discuss how to identify the reshoring theme and how it has accelerated dramatically over …

How do we identify the key themes that are driving markets and economies, and also incorporate their impact into investment and corporate decisions? Adrian Cox asks Luke Templeman about his latest report ’16 themes driving markets and economies’. It highlights the top themes and explains how applying a common framework across different themes is ne…

House 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, F…

In our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The third episode dives into the future of space stations and habitats. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Amir Blachman, Chief Investment Officer of Axiom Space.由[email protected]

Peter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks are pursuing their most aggressive tightening cycle in a couple generat…

In our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The second episode dives into connectivity constellations and how optical/laser terminals could boost performance. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Bulent Altan, CEO of Mynaric and also an early SpaceX employee.…

Perry Kojodjojo and Oliver Harvey from Deutsche Bank Emerging Market Research discuss the recently published EM Currency and Local Markets Handbook. The new and revitalised handbook covers over 30 local EM markets in detail, covering liquidity, market structure and regulations in FX, local bonds and IRS, as well as targeted descriptions of monetary…

In 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 yiel…

Europe is in the middle of an energy crisis. It’s grappling with two big challenges at the moment – urgently weaning itself off Russian energy, particularly gas, and moving to a cleaner energy economy. At times, those two goals seem to be in opposition to each other.由[email protected]

In our new series ‘Making Sense of Space’ we discuss various aspects of the Space ecosystem. The first episode kicks off with the rocket launch market. Edison Yu, lead on research coverage of Space & Aerial Mobility, speaks with Peter Beck, Founder and CEO of Rocket Lab, one of the leading launch companies in the world.…

New Podzept Podcast. The big bust in share prices of Alternative Food stocks has echoes of the dot.com boom & bust in 2000. Yet, just as the bursting of the tech bubble did not stop the inevitable development and adoption of technology, Deutsche Bank Research see the Food Tech revolution as likely continuing despite the cooling of last year’s marke…

Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have…

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 persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimatel…

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 the world.由[email protected]

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 sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numero…

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 about SWIFT, its history, previous bans and its alternatives.由[email protected]

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 ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remai…

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 bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates?…