Macro Strategy Views Podcast: after the US midterm elections — what now Trump?

In our weekly podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Today, we look at the US midterm elections and what they will mean for the US and the global economy. Jakob Ekholdt Christensen, Head of International Macro and Emerging Market Research, chairs today’s podcast and our US economist, Mikael Milhøj, joins him. In the podcast, we go into depth on the US midterm elections and their implications for the US economy, the risk of impeachment of Trump, further pressure on the Fed and the direction of US trade and foreign policy. We also discuss the possible impact on USD, US yields and emerging markets, including China.