92 Episoade

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

    Publicat: 01.02.2021

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

    Publicat: 25.01.2021

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

    Publicat: 18.01.2021

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

    Publicat: 11.01.2021

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

    Publicat: 07.12.2020

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

    Publicat: 30.11.2020

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

    Publicat: 23.11.2020

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

    Publicat: 16.11.2020

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

    Publicat: 09.11.2020

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

    Publicat: 09.11.2020

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

    Publicat: 02.11.2020

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

    Publicat: 26.10.2020

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

    Publicat: 19.10.2020

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

    Publicat: 12.10.2020

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

    Publicat: 28.09.2020

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

    Publicat: 21.09.2020

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

    Publicat: 14.09.2020

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

    Publicat: 07.09.2020

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

    Publicat: 31.08.2020

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

    Publicat: 24.08.2020

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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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