Macro Strategy Views
Ein Podcast von Danske Bank
92 Folgen
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Macro Strategy Views: China - a time-machine for the global economy?
Vom: 1.2.2021 -
Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery
Vom: 25.1.2021 -
Macro Strategy Views: What’s next for Europe and European yields?
Vom: 18.1.2021 -
Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD
Vom: 11.1.2021 -
Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD
Vom: 7.12.2020 -
Macro Strategy Views: Brexit deal likely within a week
Vom: 30.11.2020 -
Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications
Vom: 23.11.2020 -
Macro Strategy Views: Vaccines, lockdowns and the economy
Vom: 16.11.2020 -
Macro Strategy Views: The political, economic and financial implications of the US election
Vom: 9.11.2020 -
Macro Strategy Views The Political Economic And Financial Implications Of The US Election
Vom: 9.11.2020 -
Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets
Vom: 2.11.2020 -
Macro Strategy Views: Now the hard part - crisis to extend but not escalate
Vom: 26.10.2020 -
Macro Strategy Views: The short- and long-term consequences of Brexit
Vom: 19.10.2020 -
Macro Strategy Views: Slower growth, downside risks but higher equities
Vom: 12.10.2020 -
Macro Strategy Views: How the US election could boost the US economy and equities
Vom: 28.9.2020 -
Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank
Vom: 21.9.2020 -
Macro Strategy Views: Inflation at 3% - how to get there?
Vom: 14.9.2020 -
Macro Strategy Views – Reflation, equity rotation and the impact on credit markets
Vom: 7.9.2020 -
Macro Strategy Views - No Nordic cliff edge after state support ends
Vom: 31.8.2020 -
Macro Strategy Views: Is the reflation theme Dead?
Vom: 24.8.2020
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.