Macro Strategy Views

92 Episodes

1. Macro Strategy Views Podcast: Slowdown set to worsen, yields set to fall further

   Published: 12/08/2019
2. Macro Strategy Views Podcast: The central bank game changer - the winners and losers

   Published: 24/06/2019
3. Macro Strategy Views Podcast: The Fed-ECB divergence and what it means for markets

   Published: 12/06/2019
4. Macro Strategy Views Podcast: The global slowdown and what it means for markets

   Published: 27/05/2019
5. Macro Strategy Views: Trade talks breakdown

   Published: 13/05/2019
6. Macro Strategy Views Podcast: The future of Europe – Why reforms are so hard

   Published: 06/05/2019
7. Macro Strategy Views Podcast: The risk of a global recession

   Published: 01/04/2019
8. Macro Strategy Views Podcast: why Scandinavia is not the Eurozone

   Published: 25/03/2019
9. Macro Strategy Views Podcast: Why Europe is not Japan

   Published: 18/03/2019
10. Macro Strategy Views Podcast: Brexit uncertainty to rise in coming months

    Published: 11/03/2019
11. Macro Strategy Views: How the Fed and China drive global inflation and what it means for Sweden

    Published: 04/03/2019
12. Macro Strategy Views Podcast: How China rules the world economy and implications for equity markets

    Published: 25/02/2019
13. Macro Strategy Views Podcast: The strong returns of 2019 and why this may change

    Published: 11/02/2019
14. Macro Strategy Views Podcast: why financial markets ignore political uncertainty

    Published: 04/02/2019
15. Macro Strategy Views Podcast: Brexit, trade war and policy responses

    Published: 28/01/2019
16. Macro Strategy Views Podcast: What if we are wrong – risks for 2019

    Published: 21/01/2019
17. Macro Strategy Views: Many trading opportunities in the Scandinavian fixed income market

    Published: 14/01/2019
18. Macro Strategy Views Podcast: Market turmoil, slowdown and the outlook for equities

    Published: 07/01/2019
19. Macro Strategy Views Podcast: The world in 2019 - slower growth, higher inflation

    Published: 10/12/2018
20. Macro Strategy Views Podcast: The US-China trade deal – what, why and when

    Published: 03/12/2018