Sinopsis
New podcast series delivers insights on the go - Podzept is a podcast, which addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world.
Episodios
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Higher debt is a necessary price to pay – episode 1
23/04/2020The US economy is experiencing unprecedented disruptions that have led to a sudden stop in activity. The result will be the most dramatic decline in GDP and sharpest rise in unemployment in the post-World War II period. Matthew Luzzetti, Chief US Economist shares his insights.
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The end of the free market: impact on currencies and beyond
16/04/2020There is no such thing as a free market anymore. All developed central banks have cut rates to zero and buying trillions of assets. Inflation is very low. A global liquidity trap may be in the making. In a world of international yield curve control and administered asset prices, what does that mean for FX?
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Impact of Covid-19 on the global economy: Beyond the abyss
05/04/2020We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down.
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Global Economic Update with Torsten Slok, March 2020
23/03/2020Torsten Slok, Chief Economist, DBSI, provides his view on the latest US and global forecast, along with his insights on the monetary responses from the Federal Reserve.
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Luxury Goods: What consumers want
02/03/2020Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustainability. Those brands that will be able to incorporate newness with sustainability are the likely winners.
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Green Bonds – Increasingly Relevant in the Corporate Bond Market
17/02/2020There were few asset classes that saw quite the stratospheric growth in 2019 like the green bond market. How is 2020 shaping up? Craig Nicol, Credit Research Analyst, shares his insights.
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Global Economic Update with Torsten Slok, February 2020
10/02/2020Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Brexit update: a short guide to the next stage in talks
02/02/2020Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations.
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The House View: 2020 Outlook – Gaining Speed
20/01/2020Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
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Cryptocurrencies: the 21st century cash
08/01/2020Until now, cryptocurrencies have been additions, rather than substitutes, to the global inventory of money. Over the next decade, this may change. Overcoming regulatory hurdles will broaden their appeal and raise the potential to eventually replace cash.
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Global Economic Update with Torsten Slok, December 2019
15/12/2019Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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China's consumer decade
03/12/2019Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth.
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Green shoots or false down?
02/12/2019The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights.
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Decarbonising Heating: An Electric Century?
19/11/2019Heating and cooling represents around half of all EU energy use and almost a quarter of all EU emissions. If European countries are serious about substantially reducing emissions, emissions from heating will need to be tackled. James Brand, Head of European Utilities Research, shares his insights.
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Global Economic Update with Torsten Slok, November 2019
05/11/2019Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Global Economic Update with Torsten Slok, October 2019
10/10/2019Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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The History and Future of Debt
08/10/2019With many countries today above the recommended prudent upper threshold for debt, there is a risk that growth will slow, creating an unsustainable and negative debt/GDP cycle. That is what Jim Reid, Global Head of Thematic Research & Credit Research at Deutsche Bank Research highlights in this latest episode of Podzept.
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Climate change and corporates: Past the tipping point with customers and stockmarkets
19/09/2019Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. Luke Templeman, analyst on the new Corporate Bank Focus Research team argues the opposite using evidence from both the stockmarkets and db primary research.
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Global Economic Update with Torsten Slok, September 2019
09/09/2019Torsten Slok, Chief Economist, Deutsche Bank Securities, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
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Brexit update: constitutional warfare
01/09/2019Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's Speech. This limits the ability of MPs to table legislation to prevent no deal Brexit and signals that the Johnson government may be prepared to break constitutional precedent to take the UK out of the EU without a deal. At the same time, it could crystallise opposition to a no deal Brexit this week in the House of Commons leading to a unity government.