Podzept from Deutsche Bank Research

Tyanili (Dan) Mesia, a senior economist specializing in EMEA, joins Christian Vitoska, an EM rates analyst; Ollie (Oli) Harvey, an FX strategist; and Francisco Campos, Chief Latin America Economist. They explore why emerging markets (EM) still have room to grow, driven by policy dynamics and currency factors. Discussion includes low volatility in EMFX, attractive EM local bonds, and the diverse macro drivers in Asia and Africa. They also highlight the electoral risks in Latin America, emphasizing that choices will significantly affect future stability.

Join Kayvon Daruyan, Jamie Flannick, Doug Runty, and Bipul Sinha from Deutsche Bank Research as they delve into the 2026 outlook for securitized markets. They discuss the strength of U.S. consumers supporting ABS performance and the challenges faced by the leveraged loan market. The team highlights the robust fundamentals behind aircraft ABS and warns about potential defaults in commercial real estate. Amid these dynamics, they explore investment opportunities and predict nearly $1 trillion in issuance, making this a crucial listen for investors.

Tyler Cowen, a prominent economist and author at George Mason University, discusses the macroeconomic implications of AI. He explores whether an AI bubble exists and forecasts short-run growth through sectoral adoption. Cowen warns about institutional unpreparedness for AI-driven change and addresses labor market transitions, emphasizing the balance between AI skills and foundational education. He also highlights the risks of geopolitical dependence on foreign AI and the imperative for organizations to adapt or risk being left behind.

Join Nooshin Nejati, a payments innovation expert, and Nate Svensson, a lead analyst on US Payments, as they delve into the intriguing world of stablecoins. They discuss how stablecoins are revolutionizing cross-border payments and digital transactions, serving as vital on/off ramps for cryptocurrency trading. The conversation touches on barriers to adoption, the role of competition, and the potential impact on traditional banking systems. With insights on emerging markets and regulatory challenges, they paint a picture of the future of payments.

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 policy rate.

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.

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 more.

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.

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 second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.

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 over the next few quarters.