Macro Strategy Views

92 Episodes

1. Macro Strategy Views: China - a time-machine for the global economy?

   Published: 2/1/2021
2. Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery

   Published: 1/25/2021
3. Macro Strategy Views: What’s next for Europe and European yields?

   Published: 1/18/2021
4. Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD

   Published: 1/11/2021
5. Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

   Published: 12/7/2020
6. Macro Strategy Views: Brexit deal likely within a week

   Published: 11/30/2020
7. Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

   Published: 11/23/2020
8. Macro Strategy Views: Vaccines, lockdowns and the economy

   Published: 11/16/2020
9. Macro Strategy Views: The political, economic and financial implications of the US election

   Published: 11/9/2020
10. Macro Strategy Views The Political Economic And Financial Implications Of The US Election

    Published: 11/9/2020
11. Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets

    Published: 11/2/2020
12. Macro Strategy Views: Now the hard part - crisis to extend but not escalate

    Published: 10/26/2020
13. Macro Strategy Views: The short- and long-term consequences of Brexit

    Published: 10/19/2020
14. Macro Strategy Views: Slower growth, downside risks but higher equities

    Published: 10/12/2020
15. Macro Strategy Views: How the US election could boost the US economy and equities

    Published: 9/28/2020
16. Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

    Published: 9/21/2020
17. Macro Strategy Views: Inflation at 3% - how to get there?

    Published: 9/14/2020
18. Macro Strategy Views – Reflation, equity rotation and the impact on credit markets

    Published: 9/7/2020
19. Macro Strategy Views - No Nordic cliff edge after state support ends

    Published: 8/31/2020
20. Macro Strategy Views: Is the reflation theme Dead?

    Published: 8/24/2020