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- 4 weeks ago
Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
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 how their forecasts have changed in response to the recent oil price shock, as well as what to watch out for at Kevin Warsh’s hearing for Fed chair.
- Apr 2, 2026
Power Play: Investing in Energy Infrastructure for the AI Era
US Deutsche Bank analysts discuss how today’s investments are shaping the future of energy infrastructure.DB Moderator:Laura Daniels (Deputy Associate Director, US Equity Research)DB Speakers:Ross Seymore (Lead Analyst, Semiconductors) Nicole DeBlase(Lead Analyst, Multi-Industry)Corinne Blanchard(Lead Analyst, Clean Tech & Solar)James Mulholland (Analyst, US Autos)Brett Ryan (US Economist)
- Mar 31, 2026
In the Fast Lane with: Lucid
In our podcast, “In the Fast Lane,” we discuss topics across vehicle autonomy, electrification, infotainment and more. In this episode, we sit down with Lucid, following its Analyst Day, to explore its production outlook, robotaxi development, Uber partnership, consumer autonomy and the drivers of the material cost reductions over the next few years. Marc Winterhoff, Interim CEO, and Taoufiq Boussaid, CFO join us to discuss.
- Mar 18, 2026
Geoeconomics is the new key to world affairs
Geoeconomics has suddenly become central to world affairs. Foreign exchange and energy research strategists Oliver Harvey, Mallika Sachdeva and Michael Hsueh dip into history, geography and energy to explain why this is – and what it means for global power in the future. The discussion is hosted by Thematic Strategist Adrian Cox.Featuring:Adrian Cox, Thematic StrategistOliver Harvey, Head of CEEMEA & LatAm Currency ResearchMichael Hsueh, Precious Metals and Oil StrategistMallika Sachdeva, Head of FX Thematics
- Mar 11, 2026
Macro MATTers: Oil’s impact on the economy, markets, and the Fed
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 implications of the recent oil price shock for the economy, rates markets, and monetary policy in the US.
- Mar 5, 2026
Making Sense of Space: Drones, PNT, and Spectrum
In this installment of Making Sense of Space, we take a deeper dive into satcom discussing the evolution of the industry, market dynamics, emergence of LEO mega constellations, MSS spectrum, D2D/DTC, and future growth areas with Matt Desch, CEO of Iridium
- Feb 18, 2026
Macro MATTers: AI/the labor market and the Fed’s balance sheet
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 potential impact of AI on the labor market and what Kevin Warsh’s nomination as Fed chair could mean for the Fed’s balance sheet.
- Feb 15, 2026
Structured Thoughts: Commercial Real Estate Refinancing Landscape
In our latest Structured Thoughts podcast, Ed Reardon, Head of Securitization Research is joined by Michael Cohen, Managing Partner and Founder of Brighton Capital Advisors for a discussion on the challenges for maturing CRE loans even in a bullish lending market
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