The Brilliant World of FX (Episode 1): The big Japan debate
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
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Macro MATTers: Jobs, the Fed, and a rapid fire round on macro topics
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.)
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Mapping the world’s prices
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 .
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Flight Deck - Agent 001
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.
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Conference Insights: Thoughts from our Global Auto Industry Conference
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.
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