Podzept - The Bigger Picture

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.

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.

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.

Torsten 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.

Companies 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.