92 Episoder

  1. Macro Strategy Views: Why equities are not expensive

    Publisert: 17.8.2020

  2. Macro Strategy Views - Is it time to revisit the crisis narrative?

    Publisert: 10.8.2020

  3. Macro Strategy Views – Cross-asset allocations and the importance of the USD

    Publisert: 29.6.2020

  4. Macro Strategy Views: The US Virus Risk And Nordic Outperformance

    Publisert: 22.6.2020

  5. Macro Strategy Views: The Fed’s forward guidance and YCC – will it work?

    Publisert: 15.6.2020

  6. Macro Strategy Views Recovery, Reflation And Asset Rotation

    Publisert: 8.6.2020

  7. Macro Strategy Views: The Re-emergence of the US - China technological and trade war

    Publisert: 25.5.2020

  8. Macro Strategy Views: Assessing equity and credit risk premiums amid crisis uncertainty

    Publisert: 18.5.2020

  9. Macro Strategy Views: Global value chains and the future of work

    Publisert: 11.5.2020

  10. Macro Strategy Views - Political disruption from the Covid-19 crisis

    Publisert: 4.5.2020

  11. Macro Strategy Views Podcast: Fiscal dominance, monetary financing and the next euro crisis

    Publisert: 27.4.2020

  12. Macro Strategy Views: Market volatility to ease further

    Publisert: 30.3.2020

  13. Macro Strategy Views: A deep recession but still a chance it will be short-lived

    Publisert: 23.3.2020

  14. Macro Strategy Views - The recession is here

    Publisert: 16.3.2020

  15. The oil price shock and why the policy response to COVID - 19 remains inadequate

    Publisert: 9.3.2020

  16. Macro Strategy Views: Policy responses and the risk of a global recession

    Publisert: 2.3.2020

  17. Macro Strategy Views: FX as an asset class – why, how and implications

    Publisert: 24.2.2020

  18. Macro Strategy Views: Why US assets remain the only game in town

    Publisert: 17.2.2020

  19. Macro Strategy Views: EUR HY credit and NOK FX to catch up following recent sell-off

    Publisert: 10.2.2020

  20. Macro Strategy Views: The coronavirus – V-shaped recovery and market implications

    Publisert: 3.2.2020

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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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