In this episode of “Structured Thoughts”, Deutsche Bank research strategists discuss their forecasts for the US securitized markets in the year ahead, surfacing themes that will be relevant for investors in 2026.
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AI’s impact on the economy: A conversation with Tyler Cowen
Several weeks ago on October 7th, we hosted our 4th annual Fall Macro Conference at our Columbus Circle office in NYC. This year, the event brought together nearly 500 global investors to discuss some of the top macro topics of the day. The conference also featured in-depth conversations on artificial intelligence. Our colleague Anil Atluri, Head of ICG Americas, hosted a wide-ranging discussion with Tyler Cowen, Professor of Economics at George Mason University, on how AI may reshape the macroeconomy. For our latest Podzept, we listen into that conversation.
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Payments & FinTech: The Stablecoin Effect
In our latest Podzept podcast, Jonathan Jayarajan, Head of European Equity Product discusses how stablecoins have sparked market reactions globally with Nooshin Nejati, Lead Analyst of European Payments and IT Services and Nate Svensson, Lead Analyst of US Payments, Processors and IT Services.
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Macro MATTers: Recent Fed communications and the coming end of QT
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 recent communications from the Fed, particularly around the near-term policy path, the outlook for QT, and the potential for the Fed over time to transition to a new policy rate.
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The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis
In this podcast George Saravelos discusses the macro outlook with two of the world's foremost experts on global trade, capital flows and China.The conversation took place during this year's Deutsche Bank Macro conference in New York.
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