Macro Strategy Views: The global recovery and the ECB’s response

In our weekly podcast, Macro Strategy Views, we discuss the implications of the US-China trade deal, the sustainability of the global recovery and the ECB’s likely response. Europe may lose out with China buying US goods, but the improvement in the global cycle will dominate. We discuss the details of the ECB’s forward guidance and the strategic review. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast while our Chief Analyst on China, Allan von Mehren, and our ECB strategist, Piet Christiansen , join him.