92 Épisodes

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

    Publié: 01/02/2021

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

    Publié: 25/01/2021

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

    Publié: 18/01/2021

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

    Publié: 11/01/2021

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

    Publié: 07/12/2020

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

    Publié: 30/11/2020

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

    Publié: 23/11/2020

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

    Publié: 16/11/2020

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

    Publié: 09/11/2020

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

    Publié: 09/11/2020

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

    Publié: 02/11/2020

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

    Publié: 26/10/2020

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

    Publié: 19/10/2020

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

    Publié: 12/10/2020

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

    Publié: 28/09/2020

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

    Publié: 21/09/2020

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

    Publié: 14/09/2020

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

    Publié: 07/09/2020

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

    Publié: 31/08/2020

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

    Publié: 24/08/2020

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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.

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