Macro Strategy Views: Vaccines, lockdowns and the economy

In today’s podcast, we discuss the prospects for new vaccines emerging and the risk of a US lockdown. We view the risk to the global economy as much more balanced now, with a possible upside twist, despite it being likely the US will need to impose tougher restrictions to contain its third wave. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Analyst Allan von Mehren and Senior Analyst Mikael Olai Milhøj.