Feb 1, 2021
Macro Strategy Views: China - a time-machine for the global economy?
28 minutes
Podcast · Inglés
Macro Strategy Views
Macro Strategy Views
In our weekly podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Every Monday, host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week. New Podcasts will be out each Monday at 12 noon CET.
Episodes
Ordered by publication date.
Jan 25, 2021
Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery
29 minutes
Jan 18, 2021
Macro Strategy Views: What’s next for Europe and European yields?
28 minutes
Jan 11, 2021
Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD
26 minutes
Dec 7, 2020
Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD
34 minutes
Nov 30, 2020
Macro Strategy Views: Brexit deal likely within a week
22 minutes
Nov 23, 2020
Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications
31 minutes
Nov 16, 2020
Macro Strategy Views: Vaccines, lockdowns and the economy
22 minutes
Nov 9, 2020
Macro Strategy Views: The political, economic and financial implications of the US election
32 minutes
Nov 2, 2020
Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets
18 minutes
Oct 26, 2020
Macro Strategy Views: Now the hard part - crisis to extend but not escalate
26 minutes
Oct 19, 2020
Macro Strategy Views: The short- and long-term consequences of Brexit
24 minutes
Oct 12, 2020
Macro Strategy Views: Slower growth, downside risks but higher equities
32 minutes
Sep 28, 2020
Macro Strategy Views: How the US election could boost the US economy and equities
28 minutes
Sep 21, 2020
Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank
28 minutes
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