Podzept - Deutsche Bank Research

Author: Deutsche Bank Research

Podzept is a podcast which addresses the current issues driving the world of economics and finance.
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Genres: Business, Investing

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The Brilliant World of FX (Episode 1): The big Japan debate
Monday, 14 July, 2025

The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this first episode, George Saravelos (Global Head of FX Research) moderates a discussion between Mallika Sachdeva (Thematic FX Strategist) and Tim Baker (Head of FX Research – Americas). They dive into one of the most fascinating stories in global markets: the political and policy choices facing Japan and the impact on the yen. Japan is a country of striking economic paradoxes that holds valuable lessons for anyone following markets