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    Podzept is a podcast which addresses the current issues driving the world of economics and finance.
    Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

    102 Podcasts
        
    May 11, 2022
    (15:28 min)

    Why a recession by end-2023 should be the base case

    Analyst:
    Matthew Barnard, Matthew Luzzetti, Peter Hooper
    Download audio file (14MB)
    Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year.
    March 11, 2022
    (14:11 min)

    The Fed’s many challenges

    Analyst:
    Matthew Barnard, Matthew Luzzetti
    Download audio file (13MB)
    With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle.
    February 21, 2022
    (10:29 min)

    Germany at the forefront of the energy transition

    Analyst:
    Debbie Jones, James Brand
    Download audio file (9MB)
    James Brand, Head of European Utility Research discusses with Debbie Jones, Global Head of ESG Company Research the ambitious targets set by Germany's coalition government, arguably Europe's most ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remaining nuclear plants and phasing out coal. It could put Germany at the forefront of the energy transition.
    January 25, 2022
    (12:49 min)

    Industrials - constructive or destructive in 2022?

    Analyst:
    Luke Templeman, Nicole DeBlase
    Download audio file (11MB)
    Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates?
    December 17, 2021
    (15:46 min)

    World Outlook 2022-23: Dodging the Tempests

    Analyst:
    Matthew Barnard, Matthew Luzzetti, Peter Hooper
    Download audio file (14MB)
    Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom.
    September 20, 2021
    (14:17 min)

    Curious side effect to pandemic?

    Analyst:
    Luke Templeman, Olga Cotaga
    Download audio file (13MB)
    Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?
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