Macro Strategy Views: Policy responses and the risk of a global recession

In our weekly Macro Strategy Views podcast, we discuss the base case, best case and worst case for the global economy. We expect a sharp global slowdown near term but stabilisation and recovery later in the year. However, the risk of a global recession has increased sharply and near-term policy responses are key. Short term, risks are skewed on the downside for equities. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Analyst Allan Von Mehren, Head of International Macro Research Jakob Ekholdt Christensen and Senior Equity Strategist Bjarne Breinholt Thomsen.