Podzept and Behind the Headlines with Jim Reid - Deutsche Bank Research

132 Episodes

1. 16 themes driving markets and economies

   Published: 2/23/2023
2. Outlook for global house prices

   Published: 1/11/2023
3. Making Sense of Space: Home Above the Earth

   Published: 1/3/2023
4. World Outlook 2023: The Looming Recession

   Published: 12/6/2022
5. Making Sense of Space: Connectivity and Lasers

   Published: 11/14/2022
6. EM Currency and Local Markets Handbook

   Published: 11/1/2022
7. Outlook for Fed Policy and the US Yield Curve

   Published: 10/20/2022
8. Europe’s energy crisis

   Published: 10/12/2022
9. Making Sense of Space: Understanding rockets with Edison Yu

   Published: 9/19/2022
10. Alternative proteins – the renewables of food?

    Published: 9/8/2022
11. Is the US already in a recession?

    Published: 7/14/2022
12. Why a recession by end-2023 should be the base case

    Published: 5/10/2022
13. How is the war in Ukraine likely to impact Asian markets?

    Published: 4/3/2022
14. The Fed’s many challenges

    Published: 3/10/2022
15. Russia & SWIFT: The end of the messaging system hegemony?

    Published: 3/7/2022
16. Germany at the forefront of the energy transition

    Published: 2/20/2022
17. Industrials - constructive or destructive in 2022?

    Published: 1/24/2022
18. Automotive Outlook 2022 - stronger pricing for longer?

    Published: 1/6/2022
19. World Outlook 2022-23: Dodging the Tempests

    Published: 12/16/2021
20. How big will the China housing shock be?

    Published: 11/24/2021