Podzept - The Bigger Picture

Latest Episodes:

Global Economic Update with Torsten Slok, December 2019 Dec 16, 2019

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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.

China's consumer decade Dec 04, 2019

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Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth.

Green shoots or false down? Dec 03, 2019

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The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights.

Decarbonising Heating: An Electric Century? Nov 20, 2019

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Heating and cooling represents around half of all EU energy use and almost a quarter of all EU emissions. If European countries are serious about substantially reducing emissions, emissions from heating will need to be tackled. James Brand, Head of European Utilities Research, shares his insights.

Global Economic Update with Torsten Slok, November 2019 Nov 06, 2019

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Global Economic Update with Torsten Slok, October 2019 Oct 11, 2019

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The History and Future of Debt Oct 09, 2019

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With many countries today above the recommended prudent upper threshold for debt, there is a risk that growth will slow, creating an unsustainable and negative debt/GDP cycle. That is what Jim Reid, Global Head of Thematic Research & Credit Research at Deutsche Bank Research highlights in this latest episode of Podzept.

Climate change and corporates: Past the tipping point with customers and stockmarkets Sep 20, 2019

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Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. Luke Templeman, analyst on the new Corporate Bank Focus Research team argues the opposite using evidence from both the stockmarkets and db primary research.

Global Economic Update with Torsten Slok, September 2019 Sep 10, 2019

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Brexit update: constitutional warfare Sep 02, 2019

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Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's Speech. This limits the ability of MPs to table legislation to prevent no deal Brexit and signals that the Johnson government may be prepared to break constitutional precedent to take the UK out of the EU without a deal. At the same time, it could crystallise opposition to a no deal Brexit this week in the House of Commons leading to a unity government.