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Macro Strategy Views

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

Our American listeners can also listen to Macro Strategy Views at our American site

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

Publicerades 2021-01-25

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

Publicerades 2021-01-18

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

Publicerades 2021-01-11

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

Publicerades 2020-12-07

Macro Strategy Views: Brexit deal likely within a week

Publicerades 2020-11-30

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

Publicerades 2020-11-23

Macro Strategy Views: Vaccines, lockdowns and the economy

Publicerades 2020-11-16

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

Publicerades 2020-11-09

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

Publicerades 2020-11-09

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

Publicerades 2020-09-28

Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

Publicerades 2020-09-21

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

Publicerades 2020-09-14

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

Publicerades 2020-09-07

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

Publicerades 2020-08-31

Macro Strategy Views: Is the reflation theme Dead?

Publicerades 2020-08-24