Macro Strategy Views Podcast: Brexit and the Nordics – with or without a deal

In our weekly podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Today, we focus on Brexit, including the implications for Nordic economies and markets. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast and our UK economist, Mikael Olai Milhøj, joins him. We judge that there is a 75% chance of a ‘decent’ Brexit but 15% risk of a cliff-edge Brexit. A cliff-edge Brexit could have significant implications for the Danish agricultural sector. Overall, we see a no-deal Brexit as a modest risk for Nordic economies and markets, which is also how we expect central banks in the region to view it. Click on the link below to hear the podcast.