Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

In today’s podcast, we discuss our 2021 outlook across macro, FX and equity markets. We expect the recovery to gain speed from Q2 and EUR/USD to head lower in 2021, while we believe higher US rates will not derail the equity rally. We also discuss why we believe Norges Bank will hike interest rates in 2021. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Head of International Macro Research Jakob Ekholdt Christensen, Chief Strategist Kristoffer Kjær Lomholt and Senior Equity Strategist Bjarne Breinholt Thomsen