Macro Strategy Views

92 Episodes

1. Macro Strategy Views Podcast: Slowdown set to worsen, yields set to fall further

   Published: 8/12/2019
2. Macro Strategy Views Podcast: The central bank game changer - the winners and losers

   Published: 6/24/2019
3. Macro Strategy Views Podcast: The Fed-ECB divergence and what it means for markets

   Published: 6/12/2019
4. Macro Strategy Views Podcast: The global slowdown and what it means for markets

   Published: 5/27/2019
5. Macro Strategy Views: Trade talks breakdown

   Published: 5/13/2019
6. Macro Strategy Views Podcast: The future of Europe – Why reforms are so hard

   Published: 5/6/2019
7. Macro Strategy Views Podcast: The risk of a global recession

   Published: 4/1/2019
8. Macro Strategy Views Podcast: why Scandinavia is not the Eurozone

   Published: 3/25/2019
9. Macro Strategy Views Podcast: Why Europe is not Japan

   Published: 3/18/2019
10. Macro Strategy Views Podcast: Brexit uncertainty to rise in coming months

    Published: 3/11/2019
11. Macro Strategy Views: How the Fed and China drive global inflation and what it means for Sweden

    Published: 3/4/2019
12. Macro Strategy Views Podcast: How China rules the world economy and implications for equity markets

    Published: 2/25/2019
13. Macro Strategy Views Podcast: The strong returns of 2019 and why this may change

    Published: 2/11/2019
14. Macro Strategy Views Podcast: why financial markets ignore political uncertainty

    Published: 2/4/2019
15. Macro Strategy Views Podcast: Brexit, trade war and policy responses

    Published: 1/28/2019
16. Macro Strategy Views Podcast: What if we are wrong – risks for 2019

    Published: 1/21/2019
17. Macro Strategy Views: Many trading opportunities in the Scandinavian fixed income market

    Published: 1/14/2019
18. Macro Strategy Views Podcast: Market turmoil, slowdown and the outlook for equities

    Published: 1/7/2019
19. Macro Strategy Views Podcast: The world in 2019 - slower growth, higher inflation

    Published: 12/10/2018
20. Macro Strategy Views Podcast: The US-China trade deal – what, why and when

    Published: 12/3/2018