Show Notes
Jonathan Jayarajan, Head of European Equity Research Product, is joined by Sanjay Raja, Chief UK Economist, and Helen Belopolsky, Global Head of Geopolitical Research, for a timely discussion on the UK's improving economic prospects and the growing potential disruption risk from Russia.
More from Podzept - The Bigger Picture
Jonathan Jayarajan, Head of European Equity Research Product, hosts Sanjay Raja, Chief UK Economist and Shreyas Gopal, Senior FX strategist to preview the UK budget.
Andrew Casella, Head of US High Yield Credit Research, is joined by Aaron Watts (Media & Telecom) and Miles Highsmith (Healthcare) to recap Deutsche Bank's 2026 Leveraged Finance Conference, held September 28–30 in Scottsdale. The conference brought together more than 550 investors, over 250 issuers and 27 sponsors across more than 850 meetings. The team shares what investors were asking and the key themes from management meetings across Building Products/Industrials, Media/Telecom and Healthcare.
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 upcoming Fed task force on data with David Wilcox, senior fellow at the Peterson Institute for International Economics, director of US economic research at Bloomberg Economics, and former director of the Division of Research and Statistics at the Federal Reserve Board.
In our latest Conference Insights, Matt Barnard, Head of US Company Research, sat down with analysts Gianmarco Conti, Nate Svensson, Melissa Weathers and Brad Zelnick to highlight takeaways from Deutsche Bank’s 2026 Technology Conference in Dana Point, CA. The conference showcased presentations and meetings with leading tech companies discussing current trends around AI, Emerging Technologies, IT Services, Agentic Commerce and much more.
Investors are not indifferent to global events, they're highly polarised about them