92 Episoder

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

    Publisert: 1.2.2021

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

    Publisert: 25.1.2021

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

    Publisert: 18.1.2021

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

    Publisert: 11.1.2021

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

    Publisert: 7.12.2020

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

    Publisert: 30.11.2020

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

    Publisert: 23.11.2020

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

    Publisert: 16.11.2020

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

    Publisert: 9.11.2020

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

    Publisert: 9.11.2020

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

    Publisert: 2.11.2020

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

    Publisert: 26.10.2020

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

    Publisert: 19.10.2020

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

    Publisert: 12.10.2020

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

    Publisert: 28.9.2020

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

    Publisert: 21.9.2020

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

    Publisert: 14.9.2020

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

    Publisert: 7.9.2020

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

    Publisert: 31.8.2020

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

    Publisert: 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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