Podcasts

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

Published: Feb. 1, 2021, 5:04 p.m.
Duration: 28 minutes 25 seconds

Listed in: Business

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

Published: Jan. 25, 2021, 4:09 p.m.
Duration: 29 minutes 31 seconds

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

Published: Jan. 18, 2021, 2:05 p.m.
Duration: 28 minutes 15 seconds

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

Published: Jan. 11, 2021, 12:59 p.m.
Duration: 26 minutes 29 seconds

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

Published: Dec. 7, 2020, 1:30 p.m.
Duration: 34 minutes 21 seconds

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Macro Strategy Views: Brexit deal likely within a week

Published: Nov. 30, 2020, 1:55 p.m.
Duration: 22 minutes 20 seconds

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

Published: Nov. 23, 2020, 1:53 p.m.
Duration: 31 minutes 52 seconds

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Macro Strategy Views: Vaccines, lockdowns and the economy

Published: Nov. 16, 2020, 12:46 p.m.
Duration: 22 minutes 32 seconds

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

Published: Nov. 9, 2020, 2:42 p.m.
Duration: 32 minutes 15 seconds

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

Published: Nov. 2, 2020, 2:09 p.m.
Duration: 18 minutes 51 seconds

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

Published: Oct. 26, 2020, 1:22 p.m.
Duration: 26 minutes 12 seconds

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

Published: Oct. 19, 2020, 1:02 p.m.
Duration: 24 minutes 1 second

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

Published: Oct. 12, 2020, 1:42 p.m.
Duration: 32 minutes 1 second

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

Published: Sept. 28, 2020, 12:09 p.m.
Duration: 28 minutes 42 seconds

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Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

Published: Sept. 21, 2020, 11:52 a.m.
Duration: 28 minutes 55 seconds

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

Published: Sept. 14, 2020, 1:30 p.m.
Duration: 30 minutes 57 seconds

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

Published: Sept. 7, 2020, 12:16 p.m.
Duration: 32 minutes 55 seconds

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

Published: Aug. 31, 2020, 11:54 a.m.
Duration: 23 minutes 41 seconds

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Macro Strategy Views: Is the reflation theme Dead?

Published: Aug. 24, 2020, 1:24 p.m.
Duration: 28 minutes 19 seconds

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Macro Strategy Views: Why equities are not expensive

Published: Aug. 17, 2020, 3:53 p.m.
Duration: 24 minutes 31 seconds

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

Published: Aug. 10, 2020, 2:14 p.m.
Duration: 22 minutes

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

Published: June 29, 2020, 12:32 p.m.
Duration: 25 minutes 44 seconds

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Macro Strategy Views: The US Virus Risk And Nordic Outperformance

Published: June 22, 2020, 11:44 a.m.
Duration: 25 minutes 58 seconds

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

Published: June 15, 2020, 12:21 p.m.
Duration: 31 minutes 17 seconds

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Macro Strategy Views Recovery, Reflation And Asset Rotation

Published: June 8, 2020, 3:39 p.m.
Duration: 27 minutes 55 seconds

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

Published: May 25, 2020, 12:29 p.m.
Duration: 20 minutes 57 seconds

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

Published: May 18, 2020, 12:46 p.m.
Duration: 28 minutes 3 seconds

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

Published: May 11, 2020, 12:40 p.m.
Duration: 24 minutes 26 seconds

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

Published: May 4, 2020, 1:15 p.m.
Duration: 30 minutes 8 seconds

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

Published: April 27, 2020, 1:47 p.m.
Duration: 31 minutes 3 seconds

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Macro Strategy Views: Market volatility to ease further

Published: March 30, 2020, 2:12 p.m.
Duration: 19 minutes 25 seconds

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

Published: March 23, 2020, 2:28 p.m.
Duration: 24 minutes 3 seconds

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Macro Strategy Views - The recession is here

Published: March 16, 2020, 2:30 p.m.
Duration: 26 minutes 29 seconds

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

Published: March 9, 2020, 12:34 p.m.
Duration: 22 minutes 52 seconds

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

Published: March 2, 2020, 3:02 p.m.
Duration: 24 minutes 7 seconds

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

Published: Feb. 24, 2020, 12:05 p.m.
Duration: 27 minutes 44 seconds

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

Published: Feb. 17, 2020, 2:51 p.m.
Duration: 27 minutes 51 seconds

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

Published: Feb. 10, 2020, 12:35 p.m.
Duration: 27 minutes 34 seconds

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

Published: Feb. 3, 2020, 3:28 p.m.
Duration: 27 minutes 32 seconds

Listed in: Business

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

Published: Jan. 27, 2020, 2:46 p.m.
Duration: 23 minutes 57 seconds

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Macro Strategy Views: The global recovery and the ECB’s response

Published: Jan. 20, 2020, 1:16 p.m.
Duration: 23 minutes 56 seconds

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Macro Strategy Views: Syndicated debt issuance and the implications for EUR FI markets

Published: Jan. 13, 2020, 11:49 a.m.
Duration: 24 minutes 48 seconds

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Macro Strategy Views: The pitfalls of the US-China trade deal

Published: Dec. 16, 2019, 4:20 p.m.
Duration: 21 minutes 54 seconds

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Macro Strategy Views: The world in 2020 - higher growth, lower performance

Published: Dec. 9, 2019, 1:46 p.m.
Duration: 33 minutes 18 seconds

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Macro Strategy Views – From trade war to US-China decoupling

Published: Nov. 25, 2019, 4:18 p.m.
Duration: 21 minutes 15 seconds

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Macro Strategy Views – Cross-asset rotation and implications for currencies

Published: Nov. 18, 2019, 3:40 p.m.
Duration: 20 minutes 22 seconds

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Macro Strategy Views Podcast: From reduction of tail risk to cyclical upturn

Published: Nov. 11, 2019, 5:14 p.m.
Duration: 22 minutes 22 seconds

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Macro Strategy Views - Is the uptick in yields sustainable - and what is going on with the NOK?

Published: Nov. 4, 2019, 4:21 p.m.
Duration: 22 minutes 31 seconds

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Macro Strategy Views Podcast: Cross asset rotation and the reversal yield

Published: Oct. 28, 2019, 3:12 p.m.
Duration: 22 minutes 43 seconds

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Macro Strategy Views Podcast: Why Riksbank will postpone rate hike

Published: Oct. 21, 2019, 3:57 p.m.
Duration: 19 minutes 52 seconds

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Macro Strategy Views Podcast: Brexit and trade deal optimism to fade in markets

Published: Oct. 14, 2019, 11:12 a.m.
Duration: 21 minutes 57 seconds

Listed in: Business

Macro Strategy Views Podcast: US-China trade talks – interim deal but challenges further out

Published: Oct. 7, 2019, 3:57 p.m.
Duration: 24 minutes 4 seconds

Listed in: Business

Macro Strategy Views Podcast: The ailing Swedish labour market and implications for the Riksbank

Published: Oct. 1, 2019, 5 a.m.
Duration: 22 minutes 48 seconds

Listed in: Business

Macro Strategy Views Podcast: Weak global growth amid geopolitical risks

Published: Sept. 23, 2019, 2:55 p.m.
Duration: 21 minutes 48 seconds

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Macro Strategy Views Podcast: Fiscal policy is now the only game in town

Published: Sept. 16, 2019, 5:15 p.m.
Duration: 26 minutes 56 seconds

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Macro Strategy Views Podcast: Why ECB’s policy easing would not help

Published: Sept. 9, 2019, 3:14 p.m.
Duration: 18 minutes 52 seconds

Listed in: Business

Macro Strategy Views Podcast: Riksbank set to support a weaker SEK, steeper curves

Published: Sept. 2, 2019, 2:33 p.m.
Duration: 21 minutes 25 seconds

Listed in: Business

Macro Strategy Views Podcast: Lower equities, higher volatility on trade war escalation

Published: Aug. 26, 2019, 2:35 p.m.
Duration: 21 minutes 18 seconds

Listed in: Business

Macro Strategy Views Podcast: Why Germany should ease fiscal policy

Published: Aug. 19, 2019, 1:12 p.m.
Duration: 22 minutes 42 seconds

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

Published: Aug. 12, 2019, 10:58 a.m.
Duration: 23 minutes

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Macro Strategy Views Podcast: The central bank game changer - the winners and losers

Published: June 24, 2019, 11:15 a.m.
Duration: 27 minutes 11 seconds

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Macro Strategy Views Podcast: The Fed-ECB divergence and what it means for markets

Published: June 12, 2019, 8:24 a.m.
Duration: 20 minutes 51 seconds

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Macro Strategy Views Podcast: The global slowdown and what it means for markets

Published: May 27, 2019, 12:01 p.m.
Duration: 26 minutes 5 seconds

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Macro Strategy Views: Trade talks breakdown

Published: May 13, 2019, 11:36 a.m.
Duration: 17 minutes 32 seconds

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Macro Strategy Views Podcast: The future of Europe – Why reforms are so hard

Published: May 6, 2019, 10:05 a.m.
Duration: 23 minutes 49 seconds

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Macro Strategy Views Podcast: The risk of a global recession

Published: April 1, 2019, 11:48 a.m.
Duration: 28 minutes 42 seconds

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Macro Strategy Views Podcast: why Scandinavia is not the Eurozone

Published: March 25, 2019, 1:47 p.m.
Duration: 30 minutes 23 seconds

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Macro Strategy Views Podcast: Why Europe is not Japan

Published: March 18, 2019, 11:18 a.m.
Duration: 20 minutes 41 seconds

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Macro Strategy Views Podcast: Brexit uncertainty to rise in coming months

Published: March 11, 2019, noon
Duration: 23 minutes 5 seconds

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Macro Strategy Views: How the Fed and China drive global inflation and what it means for Sweden

Published: March 4, 2019, 2:37 p.m.
Duration: 23 minutes 16 seconds

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Macro Strategy Views Podcast: How China rules the world economy and implications for equity markets

Published: Feb. 25, 2019, 12:19 p.m.
Duration: 20 minutes 57 seconds

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Macro Strategy Views Podcast: The strong returns of 2019 and why this may change

Published: Feb. 11, 2019, 10:30 a.m.
Duration: 22 minutes 15 seconds

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Macro Strategy Views Podcast: why financial markets ignore political uncertainty

Published: Feb. 4, 2019, 11:30 a.m.
Duration: 23 minutes 12 seconds

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Macro Strategy Views Podcast: Brexit, trade war and policy responses

Published: Jan. 28, 2019, 11:54 a.m.
Duration: 23 minutes 6 seconds

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Macro Strategy Views Podcast: What if we are wrong – risks for 2019

Published: Jan. 21, 2019, 12:05 p.m.
Duration: 20 minutes 40 seconds

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Macro Strategy Views: Many trading opportunities in the Scandinavian fixed income market

Published: Jan. 14, 2019, 12:26 p.m.
Duration: 17 minutes 11 seconds

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Macro Strategy Views Podcast: Market turmoil, slowdown and the outlook for equities

Published: Jan. 7, 2019, 1:16 p.m.
Duration: 21 minutes 3 seconds

Listed in: Business

Macro Strategy Views Podcast: The world in 2019 - slower growth, higher inflation

Published: Dec. 10, 2018, 2:32 p.m.
Duration: 17 minutes 33 seconds

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Macro Strategy Views Podcast: The US-China trade deal – what, why and when

Published: Dec. 3, 2018, 12:32 p.m.
Duration: 19 minutes 18 seconds

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Macro Strategy Views Podcast: Risk premiums to rise as liquidity tightens, growth slows

Published: Nov. 26, 2018, 12:06 p.m.
Duration: 23 minutes 14 seconds

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Macro Strategy Views Podcast: A deal is still likely despite the UK’s house of cards

Published: Nov. 19, 2018, 10:38 a.m.
Duration: 20 minutes 39 seconds

Listed in: Business

Macro Strategy Views Podcast: after the US midterm elections — what now Trump?

Published: Nov. 12, 2018, 1:04 p.m.
Duration: 17 minutes 59 seconds

Listed in: Business

Macro Strategy Views Podcast: The poor returns of 2018 and why this may change

Published: Nov. 5, 2018, 2:50 p.m.
Duration: 16 minutes 32 seconds

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Macro Strategy Views Podcast: growth slowdown, central bank responses and equity outlook

Published: Oct. 29, 2018, 12:56 p.m.
Duration: 18 minutes 48 seconds

Listed in: Business

Macro Strategy Views Podcast: The shocks and the risks – Italy could dwarf Brexit

Published: Oct. 22, 2018, 11:26 a.m.
Duration: 18 minutes 13 seconds

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Macro Strategy Views podcast: The stock market rout to fade despite looming Italy-EU clash

Published: Oct. 15, 2018, 10:49 a.m.
Duration: 17 minutes 32 seconds

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Macro Strategy Views Podcast: The shocks and the Nordics

Published: Oct. 8, 2018, 10:20 a.m.
Duration: 18 minutes 39 seconds

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Macro Strategy Views Podcast: The happy days are over for Italy

Published: Oct. 1, 2018, 6:29 p.m.
Duration: 15 minutes 36 seconds

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Macro Strategy Views Podcast: Brexit and the Nordics – with or without a deal

Published: Sept. 24, 2018, 11:07 a.m.
Duration: 17 minutes 42 seconds

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Macro Strategy Views Podcast: Inflation – The Force Awakens

Published: Sept. 17, 2018, 10:29 a.m.
Duration: 13 minutes 14 seconds

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Macro Strategy Views Podcast – Italy: enjoy it while it lasts

Published: Sept. 10, 2018, 10:17 a.m.
Duration: 13 minutes 42 seconds

Listed in: Business