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Rate check

Deutsche Bank Research Institute 11 Folgen Okt 22, 2026

Rate Check is a podcast from Deutsche Bank Research Institute. Its analysts discuss developments in fixed income, foreign exchange, commodities, and emerging markets. The show offers insights into global financial markets from the bank's research perspective.

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US Equities: Tech, Earnings and Midterms Okt 22, 2026 In this edition of Rate Check, the hosts are joined by Parag Thatte, and cover the current earnings season, what the midterm elections mean, and why equities have been so resilient in the face of higher bond yields.

France and Oil in Q4 and beyond Okt 8, 2026 In the latest episode of Rate Check, the hosts are joined first by Yacine Rouimi (European economist) and Michael Hsueh (Oil strategist). They discuss the recent market moves around France, including an historic widening of the French-German 10yr government bond yield spread. They then move onto the global energy market, where they consider the outlook for oil prices amidst geopolitical tensions i

Japan, supply shocks and EM FX Sep 24, 2026 In the latest episode of Rate Check, the hosts are joined first by Oliver Harvey (Head of CEEMEA and LatAM FX research). They start by discussing the rise in US yields above 5%, and why its drivers make for a more cautious outlook on EM FX. The trio then discuss the series of global supply shocks and its policy implications. In the second half of the episode, the hosts are then joined by Shoki Omo

What's happening in Europe? Sep 8, 2026 In the latest episode of Rate Check, the hosts are joined by Mark Wall (Chief European Economist) and Ioannis Sokos (Senior Rates Strategist). They discuss the forthcoming ECB meeting and why global and European developments now leave the risks skewed towards two more hikes this year. With Ioannis, they then discuss what’s next for Bund yields and why his bias remains for curve steepening from her

Jackson Hole, Treasury buybacks, and Korea Aug 25, 2026 In the latest episode of Rate Check, the hosts are joined first by Matt Luzzetti (Chief US Economist). They discuss the implications of recent US data for the Fed outlook, look ahead to Fed Chair Warsh’s address at the Jackson Hole Symposium, and the US Treasury’s recent announcement of long-end bond buybacks. The hosts are then joined by Perry Kojodjojo (Asia Macro Strategists) to discuss all thi

What next for bonds? Jul 23, 2026 In the latest episode of Rate Check, the hosts are joined by Francis Yared (Global Head of Rates Research) and Mallika Sachdeva (Head of FX Thematics). They discuss recent developments in global markets, with a focus on rates, what’s happening in Japan, and the US Dollar.

All things US: midterms, Fed and the dollar Jul 10, 2026 In the latest episode of Rate Check, the hosts are joined by Brett Ryan (US Economist) and Tim Baker (Head of Americas FX Research). They discuss the latest trends in global markets, before focusing on the key events in the US in coming weeks and months. They discuss whether a hawkish Fed is already priced into the dollar ahead of next week’s inflation print, before looking further ahead to the US

Markets after the US-Iran deal and the Fed Jun 23, 2026 In the latest episode of Rate Check, the hosts are joined by Helen Belopolsky (Global Head of Geopolitical Research) and Matt Raskin (US Head of Rates Research) to discuss the two main drivers of markets in recent weeks: the interim US-Iran deal and the hawkish Fed meeting. The discussion focuses on how events in the Middle East could unfold in the coming weeks and months, and the implications for

Germany, the Fed, and the World Cup Jun 11, 2026 In the latest episode of Rate Check, the hosts are joined by Robin Winkler (Chief German Economist). They discuss the latest trends in global markets, before focusing on the German economic outlook. The trio then discuss the key risk events to watch over the coming weeks, including Kevin Warsh’s first monetary policy meeting as Fed Chair and a unique referendum in Switzerland

Themes and trades for the summer Mai 29, 2026 In the latest Rate Check episode, George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates Strategist) join to discuss key trends in global rates and FX markets.

Why the Trump-Xi summit matters Mai 13, 2026 In the latest episode of Rate Check, the discussion focuses on the upcoming summit between Presidents Xi and Trump, the risks to EM markets’ resilience, and the longer-term implications of the increase in global defence spending.

What's happening with oil? Apr 30, 2026 In the latest episode of Rate Check, the discussion focuses on oil prices, and how they’re being impacted by the closure of the Strait of Hormuz.

Central Bank Bonanza Apr 24, 2026 In the second episode of our Rate Check podcast, the discussion breaks down what really matters across global central banks. Speakers:Henry Allen (Macro Strategist)Shreyas Gopal (FX Strategist)Mallika Sachdeva (Head of FX Thematics)Matthew Raskin (US Head of Rates Research)Mark Wall (Chief European Economist)

Yields up, dollar down Apr 17, 2026 In the first edition of our Rate Check podcast, Shreyas Gopal (FX Strategist) and Henry Allen (Macro Strategist) are joined by Francis Yared (Global Head of Rates Research) and George Saravelos (Global Head of FX Research). They delve into the cyclical and structural drivers behind their respective rates and currency market outlooks, and highlight the biggest risks to monitor. Speakers:Shreyas Gop

Rate Check: Where macro meets markets - Trailer Apr 2, 2026 Welcome to Rate Check, a brand new podcast from Deutsche Bank Research. In this trailer episode, Henry and Shreyas briefly outline what to expect from this series. Going forward, they will host guests from across the Deutsche Bank Research team to delve into the forces driving global markets.