Macro Strategy Views

92 Episodes

1. Macro Strategy Views podcast: The corona virus and the economic implications

   Published: 1/27/2020
2. Macro Strategy Views: The global recovery and the ECB’s response

   Published: 1/20/2020
3. Macro Strategy Views: Syndicated debt issuance and the implications for EUR FI markets

   Published: 1/13/2020
4. Macro Strategy Views: The pitfalls of the US-China trade deal

   Published: 12/16/2019
5. Macro Strategy Views: The world in 2020 - higher growth, lower performance

   Published: 12/9/2019
6. Macro Strategy Views – From trade war to US-China decoupling

   Published: 11/25/2019
7. Macro Strategy Views – Cross-asset rotation and implications for currencies

   Published: 11/18/2019
8. Macro Strategy Views Podcast: From reduction of tail risk to cyclical upturn

   Published: 11/11/2019
9. Macro Strategy Views - Is the uptick in yields sustainable - and what is going on with the NOK?

   Published: 11/4/2019
10. Macro Strategy Views Podcast: Cross asset rotation and the reversal yield

    Published: 10/28/2019
11. Macro Strategy Views Podcast: Why Riksbank will postpone rate hike

    Published: 10/21/2019
12. Macro Strategy Views Podcast: Brexit and trade deal optimism to fade in markets

    Published: 10/14/2019
13. Macro Strategy Views Podcast: US-China trade talks – interim deal but challenges further out

    Published: 10/7/2019
14. Macro Strategy Views Podcast: The ailing Swedish labour market and implications for the Riksbank

    Published: 10/1/2019
15. Macro Strategy Views Podcast: Weak global growth amid geopolitical risks

    Published: 9/23/2019
16. Macro Strategy Views Podcast: Fiscal policy is now the only game in town

    Published: 9/16/2019
17. Macro Strategy Views Podcast: Why ECB’s policy easing would not help

    Published: 9/9/2019
18. Macro Strategy Views Podcast: Riksbank set to support a weaker SEK, steeper curves

    Published: 9/2/2019
19. Macro Strategy Views Podcast: Lower equities, higher volatility on trade war escalation

    Published: 8/26/2019
20. Macro Strategy Views Podcast: Why Germany should ease fiscal policy

    Published: 8/19/2019