Podzept from Deutsche Bank Research

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 host Richard Clarida, Managing Director at PIMCO and former Vice Chairman of the Federal Reserve Board of Governors, for a wide-ranging discussion on the outlook for the US economy, monetary policy, and markets. Dr. Clarida is a managing director in the New York office and PIMCO's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a Ph.D. and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

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.

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.