92 Folgen

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Vom: 24.8.2020

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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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