Podzept - The Bigger Picture

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Macro MATTers: A conversation with Richard Clarida Dec 18, 2025

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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 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.

The Outlook for European Banks Dec 12, 2025

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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.

Let's talk thEMes - 2026 Outlook: Get Involved Dec 09, 2025

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In the first episode of this new series ‘Let's talk thEMes’, Deutsche Bank’s Emerging Markets research team discusses key themes facing EM in 2026 – combining top-down views on the asset class with a bottom up look at various EM geographies around the world. After delivering close to what has been among the best annual performance since GFC, we argue for why EM has more room to go.Featuring:Sameer Goel, Global Head of Emerging Markets and APAC ResearchChristian Wietoska, Head of CEEMEA & LatAm ResearchOliver Harvey, Head of CEEMEA & LatAm Currency ResearchDanelee Masia, Chief Economist, CEEMEAFrancisco Campos, Chief Economist, Latin AmericaPerry Kojodjojo, Senior Asian Macro Strategist

Structured Thoughts: 2026 Year Ahead Nov 24, 2025

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In this episode of “Structured Thoughts”, Deutsche Bank research strategists discuss their forecasts for the US securitized markets in the year ahead, surfacing themes that will be relevant for investors in 2026.

AI’s impact on the economy: A conversation with Tyler Cowen Nov 06, 2025

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Several weeks ago on October 7th, we hosted our 4th annual Fall Macro Conference at our Columbus Circle office in NYC. This year, the event brought together nearly 500 global investors to discuss some of the top macro topics of the day. The conference also featured in-depth conversations on artificial intelligence. Our colleague Anil Atluri, Head of ICG Americas, hosted a wide-ranging discussion with Tyler Cowen, Professor of Economics at George Mason University, on how AI may reshape the macroeconomy. For our latest Podzept, we listen into that conversation.

Payments & FinTech: The Stablecoin Effect Oct 29, 2025

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In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, Lead Analyst of US Payments, Processors and IT Services.

Macro MATTers: Recent Fed communications and the coming end of QT Oct 21, 2025

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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 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.

The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis Oct 17, 2025

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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.

Flight Deck: eVTOL reality check Oct 16, 2025

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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.

How will European companies ever catch their US peers? Oct 13, 2025

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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.

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