Macro Strategy Views Podcast: The risk of a global recession

In our weekly podcast, Macro Strategy Views, we discuss the risk of a global recession and put it in the context of the current cyclical outlook. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast and he is joined by Chief Analyst Allan von Mehren and Senior Analyst Jens Nærvig Pedersen. There is a good chance that global and eurozone growth will improve in coming quarters led by China, but it is likely to be a modest cyclical recovery. Over the coming years, there is a considerable risk of a global recession. In the podcast, we discuss the potential triggers and drivers in the US, Europe and China. The US, China and Germany all have the policy space to react to a major downturn.