Macro Strategy Views

92 Afleveringen

1. Macro Strategy Views podcast: The corona virus and the economic implications

   Gepubliceerd: 27-1-2020
2. Macro Strategy Views: The global recovery and the ECB’s response

   Gepubliceerd: 20-1-2020
3. Macro Strategy Views: Syndicated debt issuance and the implications for EUR FI markets

   Gepubliceerd: 13-1-2020
4. Macro Strategy Views: The pitfalls of the US-China trade deal

   Gepubliceerd: 16-12-2019
5. Macro Strategy Views: The world in 2020 - higher growth, lower performance

   Gepubliceerd: 9-12-2019
6. Macro Strategy Views – From trade war to US-China decoupling

   Gepubliceerd: 25-11-2019
7. Macro Strategy Views – Cross-asset rotation and implications for currencies

   Gepubliceerd: 18-11-2019
8. Macro Strategy Views Podcast: From reduction of tail risk to cyclical upturn

   Gepubliceerd: 11-11-2019
9. Macro Strategy Views - Is the uptick in yields sustainable - and what is going on with the NOK?

   Gepubliceerd: 4-11-2019
10. Macro Strategy Views Podcast: Cross asset rotation and the reversal yield

    Gepubliceerd: 28-10-2019
11. Macro Strategy Views Podcast: Why Riksbank will postpone rate hike

    Gepubliceerd: 21-10-2019
12. Macro Strategy Views Podcast: Brexit and trade deal optimism to fade in markets

    Gepubliceerd: 14-10-2019
13. Macro Strategy Views Podcast: US-China trade talks – interim deal but challenges further out

    Gepubliceerd: 7-10-2019
14. Macro Strategy Views Podcast: The ailing Swedish labour market and implications for the Riksbank

    Gepubliceerd: 1-10-2019
15. Macro Strategy Views Podcast: Weak global growth amid geopolitical risks

    Gepubliceerd: 23-9-2019
16. Macro Strategy Views Podcast: Fiscal policy is now the only game in town

    Gepubliceerd: 16-9-2019
17. Macro Strategy Views Podcast: Why ECB’s policy easing would not help

    Gepubliceerd: 9-9-2019
18. Macro Strategy Views Podcast: Riksbank set to support a weaker SEK, steeper curves

    Gepubliceerd: 2-9-2019
19. Macro Strategy Views Podcast: Lower equities, higher volatility on trade war escalation

    Gepubliceerd: 26-8-2019
20. Macro Strategy Views Podcast: Why Germany should ease fiscal policy

    Gepubliceerd: 19-8-2019