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Podzept from Deutsche Bank Research

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Apr 9, 2025 • 0sec

The Great Tariff Shock: What's next for China and FX?

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 discuss the implications for China’s economy, global trade flows and strategic considerations for the currency.
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Mar 24, 2025 • 0sec

Conference Insights: The future of media, internet and telecoms

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.
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Jan 29, 2025 • 0sec

US Economic Insights: An Early Look at the Trump Economy

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.
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Jan 12, 2025 • 0sec

Making Sense of Space – A true voyager

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.
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Nov 26, 2024 • 0sec

Making Sense of Space: One web, but many networks

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.
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Nov 19, 2024 • 0sec

2024 US Election Insights: Policy and Economic Priorities of the Trump Administration

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.
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Oct 1, 2024 • 0sec

Macro MATTers: Deutsche Bank’s Outlook for the Fed, Rates & the US Economy

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.
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Sep 22, 2024 • 0sec

Making Sense of Space: Spicing it up with Rocket Lab

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.
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Aug 12, 2024 • 0sec

Making Sense of Space: Role of AI in Space (Part 2)

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.
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Jul 17, 2024 • 0sec

2024 US election insights: Takeaways from the GOP convention and economic implications

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.

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