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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.

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Episodios

Ordenados por fecha de publicación.

1 feb 2021

Macro Strategy Views: China - a time-machine for the global economy?

25 ene 2021

Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery

18 ene 2021

Macro Strategy Views: What’s next for Europe and European yields?

11 ene 2021

Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD

7 dic 2020

Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

30 nov 2020

Macro Strategy Views: Brexit deal likely within a week

23 nov 2020

Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

16 nov 2020

Macro Strategy Views: Vaccines, lockdowns and the economy

9 nov 2020

Macro Strategy Views: The political, economic and financial implications of the US election

2 nov 2020

Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets

26 oct 2020

Macro Strategy Views: Now the hard part - crisis to extend but not escalate

19 oct 2020

Macro Strategy Views: The short- and long-term consequences of Brexit

12 oct 2020

Macro Strategy Views: Slower growth, downside risks but higher equities

28 sept 2020

Macro Strategy Views: How the US election could boost the US economy and equities

21 sept 2020

Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

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