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Artwork for PERSPECTIVES Weekly: The Investment podcast

PERSPECTIVES Weekly: The Investment podcast

Deutsche Bank
Federal Reserve
Inflation
European Central Bank
China
Tariffs
Earnings Season
S&P 500
Artificial Intelligence
Deutsche Bank
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

PublishesWeeklyEpisodes79Founded6 years ago
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Artwork for PERSPECTIVES Weekly: The Investment podcast

Latest Episodes

The Federal Reserve, the European Central Bank, and the Bank of Japan are all due to make policy decisions, but the ongoing earnings season is still the key focus this week, says Christian Nolting, the Private Bank’s Global Chief Investment Officer. ... more

Markets have been volatile, with both tech shares and bond yields wobbling – and EMEA CIO Dr. Dirk Steffen says there are a lot of reasons behind it, including political uncertainty. "Let’s not forget we’re heading into a period ahead of the midterm ... more

A summit of European leaders this week is likely to focus on the EU-China trade relationship, says Dr. Jacky Tang, the Private Bank’s CIO for emerging markets. “Europe is becoming more cautious about China. But that's also different from saying that ... more

Bond yields are up around the world, but maybe “bond rout” isn’t the best way to describe it, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “I would not really say ‘rout’, but a sustain... more

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Recent Guests

Dirk Steffen
Chief Investment Officer for Europe, Middle East and Africa at Deutsche Bank's Private Bank
Deutsche Bank
Episode: Watching for earnings in a volatile environment
Jacky Tang
Chief Investment Officer for Emerging Markets at Deutsche Bank Private Bank
Deutsche Bank Private Bank
Episode: EU-China trade, energy prices, and inflation data
Markus Müller
Head of the CIO Office and Chief Investment Officer for Sustainability, Deutsche Bank Private Bank
Deutsche Bank
Episode: Fed minutes in focus after a rise in unemployment
Deepak Puri
Chief Investment Officer of the Americas, Deutsche Bank Private Bank
Deutsche Bank Private Bank
Episode: What will the Fed do ahead of US midterm elections?
Christian Nolting
Global Chief Investment Officer
Deutsche Bank AG
Episode: The bond-yield surge goes global
Dr. Jacky Tang
Chief Investment Officer for Emerging Markets
Deutsche Bank Private Bank
Episode: Volatility amid strong fundamentals
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 Kingdom6 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.

Watching for earnings in a volatile environment
Q: What do you expect to see in terms of the big themes from the third quarter reports as they come in?
He expects strong earnings growth across sectors, but says investors will focus on AI spending plans and whether those investments can support sustainable earnings through monetization.
Watching for earnings in a volatile environment
Q: What is driving this latest uncertainty, and do you expect it to continue this week?
Steffen points to bond-market volatility, including weakness in some sovereign bonds, as well as nervousness ahead of the U.S. midterm elections and earnings season.
EU-China trade, energy prices, and inflation data
Q: What do you see as the key pressure points in the energy market, and how could persistently high-energy prices affect inflation and the most exposed economies?
Tang says consumers feel elevated prices for refined products, which can remain high because of refining bottlenecks even when crude stabilizes. Higher transport costs may feed through to goods and services, while low European gas storage and competition for LNG increase exposure. Europe and energy-intensive Asian economies are particularly vulnerable.
EU-China trade, energy prices, and inflation data
Q: Do you have any expectations for how the European Leaders Summit might go? Could the EU-China relationship be entering a more confrontational phase, or is there scope for a more balanced economic relationship?
Tang says Europe is becoming more cautious about China but is not seeking a complete break. Both sides remain economically dependent on each other, and the main tensions concern trade imbalances, market access, export controls, critical minerals and competition in electric vehicles. Investors should watch how the relationship's rules evolve.
Fed minutes in focus after a rise in unemployment
Q: Is the upcoming Fed minutes the big event this week, or are there other items on your radar?
The Fed minutes are important for understanding the policy path and the balance of risks, but investors will also be watching ECB accounts, regional indicators, and consumer sentiment data to gauge momentum and potential shifts; the week offers a broad set of data points that together inform the risk environment rather than a single breadcrumb.

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

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