Podzept from Deutsche Bank Research

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.

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.

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: This podcast was recorded on June 11th after the release of the May CPI report.)

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. Discussions focused on current economic activity, the potential impact from tariffs and consumer demand trends.

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 industry. Discussions centered on the changing regulatory landscape, macroeconomic risks, the impact of AI and the health of the consumer.

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 ahead of the release of the May FOMC minutes.)

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.

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.

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.

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.