Podzept - The Bigger Picture

Latest Episodes:

Higher debt is a necessary price to pay – episode 1 Apr 24, 2020

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The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the post-World War II period. Matthew Luzzetti, Chief US Economist shares his insights.

The end of the free market: impact on currencies and beyond Apr 17, 2020

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There is no such thing as a free market anymore. All developed central banks have cut rates to zero and buying trillions of assets. Inflation is very low. A global liquidity trap may be in the making. In a world of international yield curve control and administered asset prices, what does that mean for FX?

Impact of Covid-19 on the global economy: Beyond the abyss Apr 06, 2020

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We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down.

Global Economic Update with Torsten Slok, March 2020 Mar 24, 2020

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Torsten Slok, Chief Economist, DBSI, provides his view on the latest US and global forecast, along with his insights on the monetary responses from the Federal Reserve.

Luxury Goods: What consumers want Mar 03, 2020

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Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustainability. Those brands that will be able to incorporate newness with sustainability are the likely winners.

Green Bonds – Increasingly Relevant in the Corporate Bond Market Feb 18, 2020

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There were few asset classes that saw quite the stratospheric growth in 2019 like the green bond market. How is 2020 shaping up? Craig Nicol, Credit Research Analyst, shares his insights.

Global Economic Update with Torsten Slok, February 2020 Feb 11, 2020

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Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.

Brexit update: a short guide to the next stage in talks Feb 03, 2020

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Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations.

The House View: 2020 Outlook – Gaining Speed Jan 21, 2020

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Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.

Cryptocurrencies: the 21st century cash Jan 09, 2020

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Until now, cryptocurrencies have been additions, rather than substitutes, to the global inventory of money. Over the next decade, this may change. Overcoming regulatory hurdles will broaden their appeal and raise the potential to eventually replace cash.