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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
Federal Reserve
Inflation
European Central Bank
Tariffs
China
Earnings Season
S&P 500
Deutsche Bank
Artificial Intelligence
U.S. Economy
Corporate Earnings
US Economy
Bank Of Japan
Oil
Labor Market
Earnings Growth
Central Banks
Consumer Confidence
Bond Market
Japan

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

PublishesWeeklyEpisodes79Founded5 years ago
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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

Fixed income has taken the spotlight in financial markets, as yields have jumped just about everywhere — and there are several reasons behind the shift, says Christian Nolting, the Private Bank’s Global Chief Investment Officer.

“Bonds have been a ... more

The Federal Reserve, the Bank of England, and the Bank of Japan are due to make rate decisions, and markets will be watching for confirmation that recent tremors in the bond market haven’t upended policy plans, says Dr. Jacky Tang, the Private Bank’s... more

The Private Bank just held its quarterly exercise in updating its forecasts for markets and economies, and EMEA CIO Dr. Dirk Steffen says that expectations for stocks remain strong.

"The main takeaway from our CIO day was our constructive take long... more

Looking ahead from the Jackson Hole Symposium, the rate trajectory is the most important question for the remaining months of 2026, says Christian Nolting, Private Bank's Global CIO. "Because we see energy prices still elevated which is unlikely to c... more

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Recent Guests

Dirk Steffen
Chief Investment Officer for Europe, Middle East, and Africa
Deutsche Bank Private Bank
Episode: Key takeaways from CIO Day: the outlook for equities
Dr. Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank Private Bank
Episode: Volatility amid strong fundamentals
Deepak Puri
Chief Investment Officer for the Americas
Deutsche Bank Private Bank
Episode: The stock sectors to favour now
Christian Nolting
Global Chief Investment Officer, Private Bank
Deutsche Bank
Episode: Jobs report and inflation data in focus
Markus Müller
Head of the CIO office and Chief Investment Officer for Sustainability
Private Bank, Deutsche Bank
Episode: Central banks take a wait-and-see approach
Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank
Episode: Mixed tech earnings, and a dollar slump
Dr. Dirk Steffen
Private Bank's Chief Investment Officer for Europe, Middle East and Africa
Deutsche Bank's Private Bank
Episode: Earnings growth begins to diversify

Host

Jim Wilhite
Host of the PERSPECTIVES/ Perspectives podcast, tied to Deutsche Bank Private Bank CIO team

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 Kingdom2 years 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 Kingdom5 years ago

Listeners Say

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

Content is consistently follows a data-driven, market-relevant narrative that helps with week-ahead planning.
Quality guests and thoughtful questioning yield actionable insights for portfolio decisions.
Listeners appreciate concise, context-rich macro analysis that clarifies how events translate into market moves.

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Talking Points

Recent interactions between the hosts and their guests.

Central bank spotlight, and an update on China’s economy
Q: If you had to identify one risk and one opportunity for the rest of the year, what would they be?
The risk is inflation staying stubborn longer than expected, potentially forcing policy to stay tighter or less supportive; the opportunity lies in long-term megatrends like AI and digitization continuing to drive returns beyond immediate macro data.
Central bank spotlight, and an update on China’s economy
Q: To what degree do you see debt traps becoming a genuine risk in major economies?
He argues that while debt dynamics are a concern given higher financing costs, there is not a looming debt crisis; governments still have deep capital markets and some fiscal room, but higher interest bills will gradually constrain spending and growth support.
Central bank spotlight, and an update on China’s economy
Q: To start, could you give us a rundown of what markets are looking for from central bank decisions?
Jacky notes that markets are broadly seeking reassurance about the inflation trajectory and the ongoing path of policy rather than immediate, dramatic rate moves. They want confidence that the inflation story is still under control and that central banks will stay the course even if some numbers bounce around.
Key takeaways from CIO Day: the outlook for equities
Q: What are you looking for this week?
The focus for the coming week centers on US inflation data and ECB projections, as the Fed's September move remains uncertain and the ECB is expected to price in only a single hike rather than the more aggressive expectations currently priced by markets.
Key takeaways from CIO Day: the outlook for equities
Q: Were there any big takeaways from that exercise that you can share with us?
Dirk highlights a busy CIO Day with emphasis on the Fed's inflation trajectory, potential US monetary policy shifts, and the new nature of market interventions (e.g., Yen interventions and Treasury actions) that complicate forecasting, while reinforcing a constructive long-term view on equities driven by earnings.

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Frequently Asked Questions About This Podcast

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

A concise, professionally focused market briefing featuring senior Deutsche Bank Private Bank CIO team members who summarize the week ahead and discuss key macro themes, such as inflation trajectories, central bank moves, and geopolitical risks. Episodes emphasize AI-driven earnings dynamics, sector leadership shifts, energy price implications, and how these factors interact with fixed income and equity markets. Notable strengths include a data-backed, scenario-driven approach with frequent emphasis on policy signals and risk management, plus a consistent focus on practical implications for portfolios and asset allocation. The format tends to pair senior investment officers with clear, actionable color on markets, making it helpful for list... more

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2. Global Data Pod
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this podcast launched 5 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. Dirk Steffen
2. Dr. Jacky Tang
3. Deepak Puri
4. Christian Nolting
5. Markus Müller
6. Jacky Tang
7. Dr. Dirk Steffen

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