Jonathan Jayarajan (Head of European Equity Research Product) and Benjamin Goy (Head of European Financials research) discuss the likely trajectory of the banks sector following strong performance over recent years.Oleh [email protected]

Confidence in public pension systems is falling across Europe, and many people are worried about whether the money they’re paying in today will be there when they retire. In this episode of "This is Deutsche Bank," Christian Nolting, Global Chief Investment Officer for the Private Bank, and Raffael Gasser, Head of Wealth Management Germany, join ho…

In the first episode of this new series ‘Let's talk thEMes’, Deutsche Bank’s Emerging Markets research team discusses key themes facing EM in 2026 – combining top-down views on the asset class with a bottom up look at various EM geographies around the world. After delivering close to what has been among the best annual performance since GFC, we arg…

In this episode of “Structured Thoughts”, Deutsche Bank research strategists discuss their forecasts for the US securitized markets in the year ahead, surfacing themes that will be relevant for investors in 2026.Oleh [email protected]

The geography of trade is shifting. And it’s not just tariffs. Over the past few years, a variety of factors have prompted countries to explore new corridors and partnerships. Nowhere is this change more evident than in Asia. Amid these shifts, what role can the region take on? Where does Europe fit into it all? And how can banks support those navi…

Several weeks ago on October 7th, we hosted our 4th annual Fall Macro Conference at our Columbus Circle office in NYC. This year, the event brought together nearly 500 global investors to discuss some of the top macro topics of the day. The conference also featured in-depth conversations on artificial intelligence. Our colleague Anil Atluri, Head o…

Emerging markets now account for nearly half of global GDP - a dramatic leap from just 25 years ago. Despite recent global shocks, 2025 has been one of the best years on record for returns in these markets. What’s behind this recent rise? Which factors could impact what happens next? And how can banks support their economic and sustainable developm…

In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, Lead Analyst of US Payments, Processors and IT Services.Oleh [email protected]

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss recent communications from the Fed, particularly around the near-term policy path, the outlook for QT, and the potential for the Fed over time to transition to a new p…

In this podcast George Saravelos discusses the macro outlook with two of the world's foremost experts on global trade, capital flows and China.The conversation took place during this year's Deutsche Bank Macro conference in New York.Oleh [email protected]

In our podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For this episode, Mark Moore, CEO of Whisper Aero and co-founder of Uber Elevate, joins us. Notably, we take a closer look at BETA Technologies, and broader industry topics regarding defense applications, type certification, and mor…

Fixing the crisis of European corporate underperformance is all the more urgent as two headwinds are set to hurt the continent’s companies more than their US peers in the coming years. This paper aims to address how European chief executives can catch up by focussing on the one thing that is well-and-truly within their control.…

Oleh [email protected]

In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk and the greatest return. We provide context on the current state of the market, and a look forward ove…

In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.Oleh [email protected]

In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.Oleh [email protected]

After a challenging few years, can Europe’s equity capital markets reclaim their edge? Is London still a global financial powerhouse? The global economic order is changing. Investor confidence has been shaken by tariff debates and uncertain growth outlooks. For equity capital markets (ECM) – one of the places companies go to raise funds – this has …

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the key takeaways from the September FOMC meeting and what it tells us about the outlook for monetary policy into year-end.…

Post our 29th Annual TMT Conference, where we hosted 70 companies and several hundred investors, Jonathan Jayarajan, Deputy Head of EMEA Equity Research, discusses some of the key themes and issues with Rob Sanders, Gareth Davies, Johannes Schaller, and Robert Grindle.Oleh [email protected]

In our latest Conference Insights, Matt Barnard, Head of US Company Research, sits down with research analysts: Doug Runte, Mike Linenberg, and Hillary Cacanando, to discuss key takeaways from our 15th Annual Aviation Forum in New York. The conference brought together over 900 investors and executives from the industry's leading carriers and aircra…

In our latest Conference Insights, Josh Ray, Associate Director of US Company Research, sat down with analysts Ross Seymore, Brad Zelnick, Brian Bedell, Nate Svensson and Melissa Weathers to highlight takeaways from Deutsche Bank’s 2025 Technology Conference in Dana Point. The conference cut across some of the most cutting edge and exciting technol…

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss Chair Powell’s speech at Jackson Hole and recent changes to our Fed view. In addition, they discuss what upcoming changes on the Fed Board could mean for monetary poli…

Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers and the performance of "Portfolio 365". In the first episode, Caio Natividade, Global Head of QIS Research introduces Vivek Anand, Head of …

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss what the disappointing July jobs report, continued evidence of elevated inflation, and recent developments on the administration’s succession plans at the Fed mean for …

Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and A…

In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss evidence of tariff effects in the June inflation data, the implications of recent trade deals for the outlook, the market response to news reports that Presiden…

The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into o…

In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss the June jobs report, takeaways from the June FOMC meeting and subsequent Fedspeak, and a variety of other topics including SLR reform, foreign purchases of US …

Which is the cheapest city for a date? Where does your cash go furthest? And which are the best places to live and eat? Our Podzept podcast from the Deutsche Bank Research Institute reveals all! Today we’re spotlighting another of our podcasts. Produced by Deutsche Bank’s Research department, Podzept is our regular chat with analysts about their vi…

Jim Reid, Head of Macro and Thematic Research, discusses the latest edition of the "Mapping the World's Prices" report from the Deutsche Bank Research Institute with thematic strategist Adrian Cox. The report looks at the world's cheapest and most expensive cities, where currency goes furthest, and the best places to live and eat . They discuss cha…

In our new podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For the first episode, we discuss the eVTOL landscape, sometimes also referred to as AAM (advanced air mobility). Stuart Simpson, CEO of UK-based Vertical Aerospace joins us.Oleh [email protected]

In our latest Conference Insights, Tim Rokossa, Bin Wang, and Edison Yu highlight takeaways from Deutsche Bank’s Global Auto Industry Conference in New York. Discussions focused on the current sentiment of automotive companies, OEMs and suppliers in the US, China, and Europe.Oleh [email protected]

In our latest Conference Insights, Jonathan Jayarajan, Head of European Equity Product and Deputy Head of EMEA Equity Research, sits down with 8 of our research analysts to discuss key takeaways from Deutsche Bank’s 22nd annual Consumer Conference in Paris. Over 100 corporates and 500 institutional investors were in attendance.…

Defining the reason for a company’s existence – its purpose – can be a game changer. Organisations that are able to do this grow faster than their competitors, and have more loyal customers and engaged employees, studies have shown. It’s a journey that Deutsche Bank has been on for the past year. But why do organisations need a purpose at all? And …

In the latest Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, their discussion focuses on takeaways from recent data, evidence that the neutral fed funds rate is higher, and issues related to Jay Powell’s successor as Fed chair. (Note:…

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 leading executives and investors to discuss current trends and developments within key global industrial sectors. Di…

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 together leading executives and investors to discuss key trends and developments in the financial services ind…

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 the long end of the US yield curve as fiscal fears are renewed. (Note: This podcast was recorded on May 28 ah…

Defence is back on Europe’s spending agenda. With the war in Ukraine ongoing and geopolitical priorities shifting in the US, countries across the continent are rethinking how they defend their borders and looking to up their game. But what happens when governments decide to spend? And what role do banks play in financing all this? In this episode o…

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 client trip, particularly views on US dollar asset allocations.Oleh [email protected]

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 down with Yi Xiong, China Chief Economist and Mallika Sachdeva, Managing Director in Thematic Research to discus…

Two and half decades after the euro launched, is Europe’s single currency finally on the verge of toppling the US dollar? Few can imagine a financial world which is not dominated by the dollar, but tariff-based trade wars and geopolitical turmoil have got people asking the question – is it time for the euro to play a bigger role? And how do we supp…

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.Oleh [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.Oleh 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.Oleh [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.Oleh [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.Oleh [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.Oleh [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.Oleh [email protected]