Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks | Odd Lots
Affected assets and topics
Expected market reaction
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- free-analysis-rule-based-analysis
- Analysis version
- free-analysis-rule-based-analysis
- Article id
- 85111
- Timeframe
- 6h
Prediction lifecycle
-
Rule-Based Analysis not AI DB Neutral 50%Generated 6h Excluded
Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions
-
Rule-Based Analysis not AI TECH Neutral 50%Generated 6h Excluded
Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions
Logged at publication, scored automatically once the window closes — never edited.
Original source
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wilton's Music Hall in London, is all about fundamentals: How Tarman, DB's vice chair of global macro, and Singhal, the firm’s head of EM trading across rates, FX and Credit, make sense of conflicting headlines, whether the rally in tech stocks is to be believed, the tug of war between fast money and central bankers, and how traders are evaluating the difference between the AI models coming out of the US and China. (Source: Bloomberg)
Read the full article on Bloomberg
Original article published by Bloomberg on May 19, 2026. Analysis and insights provided by AnalystMarkets AI.
This model on similar stories
Rule-Based Analysis · 38.9% correct across 475 scored calls on equities See the full record