The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
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 second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist). The trio explore the economic and fiscal backdrop ahead of this year’s key UK market event: the Autumn Budget. They debate the importance of the UK’s fiscal rules for the currency and rates market outlook, where the UK is and isn’t a global outlier, and offer some longer-term predictions and forecasts.
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Securitized Markets: Structured Thoughts
In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk and the greatest return. We provide context on the current state of the market, and a look forward over the next few quarters.
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The 2026 UK Budget Preview
In this edition, Jonathan Jayarajan, Head of European Equity Product and Sanjay Raja, Chief UK Economist take a deep dive into the upcoming UK Budget and discuss the potential policy outcomes.
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How AI is shaping the future of Consumer Staples
In this edition, Jonathan Jayarajan, Head of European Equity Product and Mitch Collett, Head of European Beverages Research discuss how AI is re-shaping the Consumer Staples industry.
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Macro MATTers: FOMC recap and Fed outlook into year-end
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 key takeaways from the September FOMC meeting and what it tells us about the outlook for monetary policy into year-end.
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