Macro Strategy Views Podcast: Fiscal policy is now the only game in town

In our weekly podcast, Macro Strategy Views, we reflect on the ECB’s policy meeting last week and discuss Norges Bank’s meeting this week. We discuss the ECB’s silent acknowledgement that monetary policy has run its course and why the easing would have limited impact. We preview the Norges Bank meeting on Thursday – why we think it will hike and its guidance further out. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast while our ECB strategist, Piet Christiansen, and our Chief Economist in Norway, Frank Jullum, join him.