With the new Trump administration moving quickly in its early days, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist, and Matthew Luzzetti, Chief US Economist discuss the most important actions impacting markets and the global economy.

In our series Making Sense of Space, we discuss the market opportunity for Defense Tech and aspirations for future space stations. Dylan Taylor, Chairman and CEO of Voyager Space joins us.

In our series Making Sense of Space, we discuss the satellite communication (satcom) landscape, diving into areas such as growth drivers, regulatory framework, and competitive environment. Eva Berneke, CEO at Eutelsat joins us.

Following a decisive win for Republicans, Pam Finelli, COO and Head of Fixed Income Research, Brett Ryan, Senior US Economist and Mike Moran, Head of US Political Affairs discuss what investors should expect from President Trump’s second term.

In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to get their latest views on the US economy, the path forward for the Fed and the outlook for the US consumer.

In our series Making Sense of Space, we discuss the launch industry with Adam Spice, CFO at Rocket Lab. In addition, we talk about the latest developments at the company and what qualities separate it from other “new space” upstarts.

In our series Making Sense of Space, we discuss the prospects of using AI in the space industry, particularly for analyzing imagery taken from space (Earth Observation). Patrick O’Neil, CTO at BlackSky joins us.

Portfolio construction specialist Vivek Anand explores the latest developments in global markets, highlighting the significant volatility that characterised the past week. He discusses the sharp sell-off in equity markets driven by recession fears and yen carry-trade unwinding, as well as the subsequent recovery rallies. Vivek also examines the performance of DB's quant systematic strategies, particularly Portfolio 365, which experienced a sharp decline on Monday before recovering some ground. He delves into the performance of the pro-cyclical, defensive, and balanced sub-portfolios, providing insights into how they navigated the choppy market environment. Additionally, Vivek previews the key upcoming economic events, including the July CPI and retail sales data and their potential impact on quant strategies.

Portfolio construction specialist Vivek Anand examines the latest market trends and the performance of Deutsche Bank's quant systematic strategies. He highlights the turbulent market environment, marked by significant sell-offs in equity markets, bond market rallies, and economic data releases indicating a slowdown. Vivek delves into the performance of Portfolio 365, noting its underperformance in the current environment. He analyzes the varying performances of the balanced, pro-cyclical, and defensive sub-portfolios in response to the high-risk regime. Vivek also provides insights on key upcoming events, including central bank decisions and major economic data releases.

Portfolio construction specialist Vivek Anand examines the latest market trends and the performance of DB's quant systematic strategies. He highlights the turbulent market environment shaped by significant rotations in equities, political shifts, and economic data releases. Vivek delves into the performance of Portfolio 365, noting its underperformance in the current environment. He analyzes the varying performances of the balanced, pro-cyclical, and defensive sub-portfolios in response to the high-risk regime. Vivek also provides insights on key upcoming events, including central bank decisions and major economic data releases.