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Macro Strategy Views

En podcast af: Danske Bank

In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week

Our American listeners can also listen to Macro Strategy Views at our American site

92 Episoder

Macro Strategy Views: China - a time-machine for the global economy?
Udgivet 2021-02-01

Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery
Udgivet 2021-01-25
Macro Strategy Views: What’s next for Europe and European yields?
Udgivet 2021-01-18
Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD
Udgivet 2021-01-11
Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD
Udgivet 2020-12-07
Macro Strategy Views: Brexit deal likely within a week
Udgivet 2020-11-30
Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications
Udgivet 2020-11-23
Macro Strategy Views: Vaccines, lockdowns and the economy
Udgivet 2020-11-16
Macro Strategy Views: The political, economic and financial implications of the US election
Udgivet 2020-11-09
Macro Strategy Views The Political Economic And Financial Implications Of The US Election
Udgivet 2020-11-09
Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets
Udgivet 2020-11-02
Macro Strategy Views: Now the hard part - crisis to extend but not escalate
Udgivet 2020-10-26
Macro Strategy Views: The short- and long-term consequences of Brexit
Udgivet 2020-10-19
Macro Strategy Views: Slower growth, downside risks but higher equities
Udgivet 2020-10-12
Macro Strategy Views: How the US election could boost the US economy and equities
Udgivet 2020-09-28
Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank
Udgivet 2020-09-21
Macro Strategy Views: Inflation at 3% - how to get there?
Udgivet 2020-09-14
Macro Strategy Views – Reflation, equity rotation and the impact on credit markets
Udgivet 2020-09-07
Macro Strategy Views - No Nordic cliff edge after state support ends
Udgivet 2020-08-31
Macro Strategy Views: Is the reflation theme Dead?
Udgivet 2020-08-24

92 Episoder

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

Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery

Macro Strategy Views: What’s next for Europe and European yields?

Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD

Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

Macro Strategy Views: Brexit deal likely within a week

Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

Macro Strategy Views: Vaccines, lockdowns and the economy

Macro Strategy Views: The political, economic and financial implications of the US election

Macro Strategy Views The Political Economic And Financial Implications Of The US Election

Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets

Macro Strategy Views: Now the hard part - crisis to extend but not escalate

Macro Strategy Views: The short- and long-term consequences of Brexit

Macro Strategy Views: Slower growth, downside risks but higher equities

Macro Strategy Views: How the US election could boost the US economy and equities

Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

Macro Strategy Views: Inflation at 3% - how to get there?

Macro Strategy Views – Reflation, equity rotation and the impact on credit markets

Macro Strategy Views - No Nordic cliff edge after state support ends

Macro Strategy Views: Is the reflation theme Dead?