Podzept - The Bigger Picture

Geoeconomics is the new key to world affairs

Macro MATTers: Oil’s impact on the economy, markets, and the Fed

Making Sense of Space: Drones, PNT, and Spectrum

Macro MATTers: AI/the labor market and the Fed’s balance sheet

Structured Thoughts: Commercial Real Estate Refinancing Landscape

Macro MATTers: Key US macro themes for 2026

Flight Deck: China eVTOL deep dive with Xin Gou

Geopolitical Realignment: Investing Beyond Volatility

Macro MATTers: A conversation with Richard Clarida

The Outlook for European Banks

Let's talk thEMes - 2026 Outlook: Get Involved

Structured Thoughts: 2026 Year Ahead

AI’s impact on the economy: A conversation with Tyler Cowen

Payments & FinTech: The Stablecoin Effect

Macro MATTers: Recent Fed communications and the coming end of QT

In this episode of Macro Matters, Matt Luzzetti, Chief U.S. Economist, and Matt Raskin, U.S. Head of Rates Research at Deutsche Bank, discuss recent Fed communications, focusing on Chair Powell's speech signaling a potential end to quantitative tightening (QT). They analyze the implications of a divided FOMC, recent ec...

The Brilliant World of FX (Episode 3): A tour around the world with Setser and Pettis

Flight Deck: eVTOL reality check

How will European companies ever catch their US peers?

The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?

Securitized Markets: Structured Thoughts