Macro Strategy Views

92 Episoder

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

   Udgivet: 1.2.2021
2. Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery

   Udgivet: 25.1.2021
3. Macro Strategy Views: What’s next for Europe and European yields?

   Udgivet: 18.1.2021
4. Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD

   Udgivet: 11.1.2021
5. Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

   Udgivet: 7.12.2020
6. Macro Strategy Views: Brexit deal likely within a week

   Udgivet: 30.11.2020
7. Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

   Udgivet: 23.11.2020
8. Macro Strategy Views: Vaccines, lockdowns and the economy

   Udgivet: 16.11.2020
9. Macro Strategy Views: The political, economic and financial implications of the US election

   Udgivet: 9.11.2020
10. Macro Strategy Views The Political Economic And Financial Implications Of The US Election

    Udgivet: 9.11.2020
11. Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets

    Udgivet: 2.11.2020
12. Macro Strategy Views: Now the hard part - crisis to extend but not escalate

    Udgivet: 26.10.2020
13. Macro Strategy Views: The short- and long-term consequences of Brexit

    Udgivet: 19.10.2020
14. Macro Strategy Views: Slower growth, downside risks but higher equities

    Udgivet: 12.10.2020
15. Macro Strategy Views: How the US election could boost the US economy and equities

    Udgivet: 28.9.2020
16. Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

    Udgivet: 21.9.2020
17. Macro Strategy Views: Inflation at 3% - how to get there?

    Udgivet: 14.9.2020
18. Macro Strategy Views – Reflation, equity rotation and the impact on credit markets

    Udgivet: 7.9.2020
19. Macro Strategy Views - No Nordic cliff edge after state support ends

    Udgivet: 31.8.2020
20. Macro Strategy Views: Is the reflation theme Dead?

    Udgivet: 24.8.2020