Podzept - With Deutsche Bank Research

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to get their latest views on the US economy, the path forward for the Fed and the outlook for the US consumer.

In our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.

In our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.

With the Republican national convention underway, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the latest policy narrative, anticipated market reactions and how investors are positioning given an evolving political landscape.

In our series Making Sense of Space, we discuss the prospects of using AI in space, particularly for data analytics that can fundamentally improve many existing capabilities. Peter Platzer, CEO at Spire Global joins us.

EU-policy experts Marion Mühlberger and Ursula Walther discuss with Chief Economist for Germany Robin Winkler what EU elections mean for policy priorities and the EU economy in the next 5-year legislative term. With less than five weeks to go until election day, the hot phase of the election campaign has begun. Policy priorities are likely to be centered around security and defense, competitiveness and enlargement. While there is consensus about priorities, financing remains the missing link.

Senior US Economist Brett Ryan and Senior International Economist Peter Sidorov discuss the latest trends in bank lending and financing conditions and their implications. In the past two years, central banks on both sides of the Atlantic have delivered their sharpest hiking cycles since the 1980s. But the economic impact of these has varied widely, opening the door for less synchronous policy as central banks contemplate cutting rates.

In our series Making Sense of Space, we discuss the prospects for Earth Observation (EO) live at our studio in NYC. Don Osborne, President and CEO at EarthDaily Analytics joins us.

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss DB’s revised US economic forecast, recent hotter than expected inflation data, current expectations and pricing, and DB’s view on R-Star.

Olga Cotaga and Luke Templeman discuss Generation Z’s financial habits for spending and investing. This younger generation is different from Millennials and has embraced the trend of ‘soft living’. Yet, they combine this with hard finances. In short, Gen Z save, invest young, buy real estate quicker and appreciate risk.

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT.

In our series Making Sense of Space, we discuss the rocket launch market, taking a visit to the “Wormhole” in Long Beach, California. Tim Ellis from Relativity Space joins us.

Luke Templeman and Olga Cotaga discuss the implications of ageing populations on economies, financial markets and corporate balance sheets. The thematic research analysts rebuke common misconceptions that more retirees equals to government budgets blowing out, or that there could be an equity sell-off as baby boomers switch to bonds. On top of this, they discuss why some Western countries have an underappreciated demographic advantage and why short-term ageing concerns in China may be overdone.

In our series Making Sense of Space, we discuss the rocket launch market, mainly from the European perspective where the supply shortage is most acute. Jose Manuel Rodriguez from PLD Space joins us.

In our series Making Sense of Space, we discuss the evolution of geospatial intelligence in the government, focusing on the satellite imagery aspect. Robert Cardillo, Chief Strategist and Chairman of the Board - Planet Federal, joins us.

With just under a year until the US elections, Pam Finelli, COO of Research and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss the unfolding narrative and navigate the anticipated policy implications, shed light on key issues at stake, and unravel the historical market reactions that investors should brace for.

Adrian Cox discusses the practical challenges of generative AI with Olga Cotaga. The thematic analysts address the three main hurdles for enterprises wanting to implement AI, how they fit into a well-worn historical pattern and how companies can begin to overcome them.

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.

In our series Making Sense of Space, we discuss the logistics of moving around after reaching orbit. Rockets do the heavy lifting off the ground but what happens after the payload is in space? Luca Rossettini from D-Orbit joins us.

In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.