Podzept - The Bigger Picture

Latest Episodes:

Stochastic conversations Jul 22, 2026

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Stochastic conversations is a new series from Deutsche Bank's QIS Research Team, featuring team members' journeys from their background to their current roles. The series will also discuss recent market drivers, and themes related to the expertise of each individual analyst. In the second episode, Caio Natividade, Global Head of QIS Research introduces Gianpaolo Tomasi, Head of Quant Equity Research from the QIS team.

The World at Mid-Year: The 2026 Geopolitical Playbook Jul 15, 2026

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Our Mid-year geopolitical outlook looks at major themes for the second half of 2026 and beyond. It decodes Trump 2.0, China-US relations, Middle East shifts, and Europe's pivotal path, revealing risks, growth, and critical events that will impact markets.

Macro MATTers: A conversation with Bill English on Fed communications Jul 13, 2026

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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 the upcoming Fed task force on communications with Bill English, Professor at Yale School of Management and formerly Director of the Division of Monetary Affairs at the Fed Board and Secretary to the Federal Open Market Committee (FOMC).

Macro MATTers: What we heard at Warsh’s first FOMC meeting Jun 18, 2026

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From Pricing Power to Precision: An Evolution for Consumer Companies Jun 17, 2026

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Jonathan Jayarajan, Steve Powers, Tom Sykes and Mitch Collett discuss the key challenges and opportunities facing the Consumer Staples industry.

Structured Thoughts: US Securitized Markets Midyear Outlook Jun 16, 2026

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In the “Securitized Markets: Structured Thoughts” podcast series, Deutsche Bank research strategists discuss relevant themes across the US securitized and structured credit markets. In this episode the team discusses their mid-year outlook and surface key takeaways from the first half of the year, and what drivers are set to impact the market in the second half.

Conference Insights: Thoughts from our Global Financials Conference Jun 04, 2026

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In our latest Conference Insights podcast hosted by Matt Barnard, Faiza Alwy, Brian Bedell, Mark DeVries, Ben Goy, Matt O’Connor and Nathan Stein 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.

Conference Insights: Thoughts from our dbAccess European Champions Conference Jun 02, 2026

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Host Jonathan Jayarajan speaks with Tim Rokossa on the European Champions Conference insights, where corporates discussed economic challenges, AI, and Germany’s stimulus – revealing some surprising conclusions.

Macro MATTers: Could the Fed hike rates in 2026? May 22, 2026

Show notes

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 the recent sharp repricing in markets towards expectations of Fed rate hikes. They debate both the fundamental conditions that could lead to this outcome as well as how to think about current market pricing and the rise in long-term yields

Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing Apr 20, 2026

Show notes

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 how their forecasts have changed in response to the recent oil price shock, as well as what to watch out for at Kevin Warsh’s hearing for Fed chair.

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