Podzept - The Bigger Picture

Latest Episodes:

Macro MATTers: Disappointing jobs, elevated inflation, and Fed Chair succession Aug 15, 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 what the disappointing July jobs report, continued evidence of elevated inflation, and recent developments on the administration’s succession plans at the Fed mean for near-term monetary policy.

In the fast lane with: VinFast Aug 11, 2025

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Introducing our new podcast series, “In the fast lane” where we discuss topics across vehicle autonomy, electrification, infotainment, and much more. In this episode, we sit down with VinFast, Vietnam’s largest EV manufacturer having sold nearly 100k units last year, to discuss how they're navigating the dynamic environment. Chien Nguyen, CIO and Amandae Baey, VP, Investor Relations join us.

Macro MATTers: Tariffs and inflation, trade deals, and threats to remove Chair Powell Jul 24, 2025

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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, they discuss evidence of tariff effects in the June inflation data, the implications of recent trade deals for the outlook, the market response to news reports that President Trump could remove Chair Powell, Governor Waller’s case for a rate cut, and the upcoming Treasury Quarterly Refunding Announcement. (Note: This podcast was recorded on July 23rd after a trade deal with Japan was announced but before any other deals were made.)

The Brilliant World of FX (Episode 1): The big Japan debate Jul 15, 2025

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The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into one of the most fascinating stories in global markets: the political and policy choices facing Japan and the impact on the yen. Japan is a country of striking economic paradoxes that holds valuable lessons for anyone following markets

Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics Jul 07, 2025

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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, they discuss the June jobs report, takeaways from the June FOMC meeting and subsequent Fedspeak, and a variety of other topics including SLR reform, foreign purchases of US Treasuries, and developments related to trade and fiscal policy. (Note: This podcast was recorded on July 3rd just after the release of the June employment report.)

Mapping the world’s prices Jun 30, 2025

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Jim Reid, Head of Macro and Thematic Research, discusses the latest edition of the "Mapping the World's Prices" report from the Deutsche Bank Research Institute with thematic strategist Adrian Cox. The report looks at the world's cheapest and most expensive cities, where currency goes furthest, and the best places to live and eat . They discuss changes in global prices, quality of life, and the "cheap date" index . They also touch on the impact of policy on rankings, and expectations for the future .

Flight Deck - Agent 001 Jun 23, 2025

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In our new podcast series Flight Deck, we discuss topics across aerospace, airlines, defense, and next-gen aviation tech. For the first episode, we discuss the eVTOL landscape, sometimes also referred to as AAM (advanced air mobility). Stuart Simpson, CEO of UK-based Vertical Aerospace joins us.

Conference Insights: Thoughts from our Global Auto Industry Conference Jun 20, 2025

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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.

Conference Insights: Thoughts from our annual Consumer Conference – Paris Jun 16, 2025

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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.

Macro MATTers: Jobs and CPI data, r-star, and who will be the next Fed chair Jun 13, 2025

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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.)

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