Macro Strategy Views

92 Episodes

1. Macro Strategy Views: Why equities are not expensive

   Published: 8/17/2020
2. Macro Strategy Views - Is it time to revisit the crisis narrative?

   Published: 8/10/2020
3. Macro Strategy Views – Cross-asset allocations and the importance of the USD

   Published: 6/29/2020
4. Macro Strategy Views: The US Virus Risk And Nordic Outperformance

   Published: 6/22/2020
5. Macro Strategy Views: The Fed’s forward guidance and YCC – will it work?

   Published: 6/15/2020
6. Macro Strategy Views Recovery, Reflation And Asset Rotation

   Published: 6/8/2020
7. Macro Strategy Views: The Re-emergence of the US - China technological and trade war

   Published: 5/25/2020
8. Macro Strategy Views: Assessing equity and credit risk premiums amid crisis uncertainty

   Published: 5/18/2020
9. Macro Strategy Views: Global value chains and the future of work

   Published: 5/11/2020
10. Macro Strategy Views - Political disruption from the Covid-19 crisis

    Published: 5/4/2020
11. Macro Strategy Views Podcast: Fiscal dominance, monetary financing and the next euro crisis

    Published: 4/27/2020
12. Macro Strategy Views: Market volatility to ease further

    Published: 3/30/2020
13. Macro Strategy Views: A deep recession but still a chance it will be short-lived

    Published: 3/23/2020
14. Macro Strategy Views - The recession is here

    Published: 3/16/2020
15. The oil price shock and why the policy response to COVID - 19 remains inadequate

    Published: 3/9/2020
16. Macro Strategy Views: Policy responses and the risk of a global recession

    Published: 3/2/2020
17. Macro Strategy Views: FX as an asset class – why, how and implications

    Published: 2/24/2020
18. Macro Strategy Views: Why US assets remain the only game in town

    Published: 2/17/2020
19. Macro Strategy Views: EUR HY credit and NOK FX to catch up following recent sell-off

    Published: 2/10/2020
20. Macro Strategy Views: The coronavirus – V-shaped recovery and market implications

    Published: 2/3/2020