92 Avsnitt

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

    Publicerades: 2021-02-01

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

    Publicerades: 2021-01-25

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

    Publicerades: 2021-01-18

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

    Publicerades: 2021-01-11

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

    Publicerades: 2020-12-07

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

    Publicerades: 2020-11-30

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

    Publicerades: 2020-11-23

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

    Publicerades: 2020-11-16

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

    Publicerades: 2020-11-09

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

    Publicerades: 2020-11-09

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

    Publicerades: 2020-11-02

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

    Publicerades: 2020-10-26

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

    Publicerades: 2020-10-19

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

    Publicerades: 2020-10-12

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

    Publicerades: 2020-09-28

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

    Publicerades: 2020-09-21

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

    Publicerades: 2020-09-14

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

    Publicerades: 2020-09-07

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

    Publicerades: 2020-08-31

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

    Publicerades: 2020-08-24

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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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