Macro Strategy Views: The US Virus Risk And Nordic Outperformance

This week marked a clear worsening in the number of new COVID-19 cases in Texas, Florida and Arizona. Meanwhile, over the past month the global recovery has been faster than most people thought likely one or two months ago. The Nordics are outperforming the world, led by Norway and Denmark. We discuss the risk of a US-led virus outbreak derailing the recovery and the risk for the Nordics Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Analyst Allan von Mehren and Chief Economist Las Olsen.