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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
China
S&P 500
Deutsche Bank
Inflation
European Central Bank
Federal Reserve
COP28
Growth
Artificial Intelligence
Earnings Season
Paris Agreement
Consumption
Personal Consumption Expenditure Price Index
U.S. Federal Reserve
Japan
Oil Prices
Equity Market
Equities
U.S. Labor Market Data
Earnings Reports

Direct from the Chief Investment Office (CIO) of Deutsche Bank's Private Bank, this Weekly Investment Outlook is designed to brief you on our views about the week ahead. Each week, a senior member of our CIO team will summarise the most significant events we expect to take place over the coming days, how these might affect the markets and what the broader implications might be for the global econo... more

PublishesWeeklyEpisodes79Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

The Federal Reserve’s decision to cut rates last week was really “a risk management tool” in the face of softer economic data, including a weaker job market, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “But it was ... more

Markets are anticipating a policy shift this week from the Federal Reserve, which is expected to deliver the first of several rate cuts that could be spread out over the next year, says Dr Dirk Steffen, the Private Bank’s EMEA CIO. “It looks like the... more

Interest rates and the US dollar may be heading further down after last week’s US jobs report, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “It was a weak report and the details raise ... more

Recent political developments in both the US and France sparked jitters in global markets. However, amid this uncertainty, the signals coming out of Jackson Hole seem clear. “Our view would be that the Fed is cutting rates at the next meeting on the ... more

Key Facts

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Number of Listeners
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Recent Guests

Deepak Puri
Chief Investment Officer for the Americas at Deutsche Bank's Private Bank
Deutsche Bank
Episode: Tariff delay, and discord at the Fed
Markus Müller
Private Bank's ESG Chief Investment Officer
Deutsche Bank
Episode: Climate investment: the news from COP29
Dr. Dirk Steffen
Chief Investment Officer for Europe, Middle East, and Africa at Deutsche Bank
Deutsche Bank
Episode: Price pressures, economic growth, and Jackson Hole
Christian Nolting
Global Chief Investment Officer
Deutsche Bank
Episode: (Un)eventful week ahead?

Host

Jim Wilhite
Host of the Weekly Investment Outlook and the PERSPECTIVES podcast, providing insights from Deutsche Bank's Chief Investment Office.

Reviews

4.7 out of 5 stars from 61 ratings
  • Really Insightful podcast!

    I always appreciate when there is a mini explanation of general expectations due to certain economic factors, with following analysis on what’s actually happening. Great podcast - very helpful to understand the economic landscape with context

    Apple Podcasts
    5
    BeMichaelAngelo
    United Kingdom7 months ago
  • Outstanding Content

    Very well presented ideas in a succinct and clear format. An easy and fully informed way to keep up to date with the industry’s leading market commentators.

    Thank you

    Apple Podcasts
    5
    SpiritualBillionaire13
    United Kingdom4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful analysis on economic factors and their impact on markets.
The clear, succinct presentation style makes the content accessible and engaging for professionals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#173
France/Business/Investing
Apple Podcasts
#184
Italy/Business/Investing
Apple Podcasts
#83
Sweden/Business/Investing
Apple Podcasts
#174
Mexico/Business/Investing
Apple Podcasts
#216
Russia/Business/Investing
Apple Podcasts
#224
Austria/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Strong start to earnings
Q: What are your thoughts on how this might impact the interest rate environment?
Political pressures on the Federal Reserve could create uncertainty in the market, potentially leading to a weaker dollar and higher interest rates.
Markets and U.S. Policy: Trade deals, the Fed and more
Q: What are you watching for this week?
The macro is going to be really driven by the labor market statistics.
What to watch as markets head to the summer months
Q: Do you think that calmer bond market conditions can last?
Dirk is cautiously optimistic but indicates that bouts of volatility will likely return due to various factors, including tariffs and macro data interpretation challenges.
What to watch as markets head to the summer months
Q: Can you tell us a little bit about your views on the latest developments in tariffs, global trade, and how that will influence markets?
Dirk mentions that there has been a lot of volatility and that the markets are facing macro distortions, notably related to tariffs. He believes markets can cope with these changes but cautions about the unpredictability of imports and consumer prices.
Tariffs on trial, and data releases for your diary
Q: Are there any particular data points expected this week?
Yes, the U.S. jobs report and ECB interest rate decision are key events that could influence market sentiment.

Audience Metrics

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Listeners per Episode
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Location
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Professions
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The content revolves around current economic trends, market analysis, and investment strategies, featuring insights from Deutsche Bank's Chief Investment Office team. Listeners can expect discussions on critical topics such as Federal Reserve decisions, geopolitical tensions, inflation, and tariffs, all of which have significant implications for markets and investment decisions. The conversational dynamic often includes expert guests who provide varied perspectives on how to navigate the financial landscape amidst ongoing global uncertainties. Unique to this content is its focus on timely economic factors and practical investment outlooks that regularly update listeners on the evolving financial climate.

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These podcasts share a similar audience with this podcast:

1. Global Data Pod
2. At Any Rate
3. Making Sense
4. UBS On-Air: Market Moves
5. The Markets

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 79 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Deepak Puri
2. Markus Müller
3. Dr. Dirk Steffen
4. Christian Nolting

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