Macro Strategy Views

92 Episoder

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

   Udgivet: 27.1.2020
2. Macro Strategy Views: The global recovery and the ECB’s response

   Udgivet: 20.1.2020
3. Macro Strategy Views: Syndicated debt issuance and the implications for EUR FI markets

   Udgivet: 13.1.2020
4. Macro Strategy Views: The pitfalls of the US-China trade deal

   Udgivet: 16.12.2019
5. Macro Strategy Views: The world in 2020 - higher growth, lower performance

   Udgivet: 9.12.2019
6. Macro Strategy Views – From trade war to US-China decoupling

   Udgivet: 25.11.2019
7. Macro Strategy Views – Cross-asset rotation and implications for currencies

   Udgivet: 18.11.2019
8. Macro Strategy Views Podcast: From reduction of tail risk to cyclical upturn

   Udgivet: 11.11.2019
9. Macro Strategy Views - Is the uptick in yields sustainable - and what is going on with the NOK?

   Udgivet: 4.11.2019
10. Macro Strategy Views Podcast: Cross asset rotation and the reversal yield

    Udgivet: 28.10.2019
11. Macro Strategy Views Podcast: Why Riksbank will postpone rate hike

    Udgivet: 21.10.2019
12. Macro Strategy Views Podcast: Brexit and trade deal optimism to fade in markets

    Udgivet: 14.10.2019
13. Macro Strategy Views Podcast: US-China trade talks – interim deal but challenges further out

    Udgivet: 7.10.2019
14. Macro Strategy Views Podcast: The ailing Swedish labour market and implications for the Riksbank

    Udgivet: 1.10.2019
15. Macro Strategy Views Podcast: Weak global growth amid geopolitical risks

    Udgivet: 23.9.2019
16. Macro Strategy Views Podcast: Fiscal policy is now the only game in town

    Udgivet: 16.9.2019
17. Macro Strategy Views Podcast: Why ECB’s policy easing would not help

    Udgivet: 9.9.2019
18. Macro Strategy Views Podcast: Riksbank set to support a weaker SEK, steeper curves

    Udgivet: 2.9.2019
19. Macro Strategy Views Podcast: Lower equities, higher volatility on trade war escalation

    Udgivet: 26.8.2019
20. Macro Strategy Views Podcast: Why Germany should ease fiscal policy

    Udgivet: 19.8.2019