Macro Strategy Views The Political Economic And Financial Implications Of The US Election

In today’s podcast we discuss what Biden’s win means for the USA’s relationship with China and what implications it has for economic policies. We discuss his transatlantic approach to China, the size of the COVID-19 package, and whether it will come before the end of the year. We also discuss the relief rally in equities and how much further it can go on from here. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by US economist, Mikael Olai Milhøj, and equity strategist, Bjarne Breinholt Thomsen.