Macro Strategy Views

92 Episoder

1. Macro Strategy Views: Why equities are not expensive

   Udgivet: 17.8.2020
2. Macro Strategy Views - Is it time to revisit the crisis narrative?

   Udgivet: 10.8.2020
3. Macro Strategy Views – Cross-asset allocations and the importance of the USD

   Udgivet: 29.6.2020
4. Macro Strategy Views: The US Virus Risk And Nordic Outperformance

   Udgivet: 22.6.2020
5. Macro Strategy Views: The Fed’s forward guidance and YCC – will it work?

   Udgivet: 15.6.2020
6. Macro Strategy Views Recovery, Reflation And Asset Rotation

   Udgivet: 8.6.2020
7. Macro Strategy Views: The Re-emergence of the US - China technological and trade war

   Udgivet: 25.5.2020
8. Macro Strategy Views: Assessing equity and credit risk premiums amid crisis uncertainty

   Udgivet: 18.5.2020
9. Macro Strategy Views: Global value chains and the future of work

   Udgivet: 11.5.2020
10. Macro Strategy Views - Political disruption from the Covid-19 crisis

    Udgivet: 4.5.2020
11. Macro Strategy Views Podcast: Fiscal dominance, monetary financing and the next euro crisis

    Udgivet: 27.4.2020
12. Macro Strategy Views: Market volatility to ease further

    Udgivet: 30.3.2020
13. Macro Strategy Views: A deep recession but still a chance it will be short-lived

    Udgivet: 23.3.2020
14. Macro Strategy Views - The recession is here

    Udgivet: 16.3.2020
15. The oil price shock and why the policy response to COVID - 19 remains inadequate

    Udgivet: 9.3.2020
16. Macro Strategy Views: Policy responses and the risk of a global recession

    Udgivet: 2.3.2020
17. Macro Strategy Views: FX as an asset class – why, how and implications

    Udgivet: 24.2.2020
18. Macro Strategy Views: Why US assets remain the only game in town

    Udgivet: 17.2.2020
19. Macro Strategy Views: EUR HY credit and NOK FX to catch up following recent sell-off

    Udgivet: 10.2.2020
20. Macro Strategy Views: The coronavirus – V-shaped recovery and market implications

    Udgivet: 3.2.2020