Macro MATTers: Key US macro themes for 2026
From Podzept - The Bigger Picture by Deutsche Bank Research Institute
January 14, 2026
About this episode
Matthew Luzzetti and Matthew Raskin discuss key consensus views for the US economy and rates markets in 2026.
In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they present the key consensus views for the US economy, Fed and rates markets in 2026, and discuss how their views differ.
People in this episode
Hosts: Matthew Luzzetti, Matthew Raskin
Topics covered
- US economy
- Federal Reserve
- rates markets
- macro themes
Keywords
- macro
- economics
- market trends
Mentioned in this episode
Books & works: Macro MATTers
Places: US
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