In our weekly podcast, Macro Strategy Views, we discuss the implications of the US-China trade deal, the sustainability of the global recovery and the ECB’s likely response. Europe may lose out with China buying US goods, but the improvement in the global cycle will dominate. We discuss the details of the ECB’s forward guidance and the strategic review.

Global Head of FI&C Research, Thomas Harr, chairs today’s podcast while our Chief Analyst on China, Allan von Mehren, and our ECB strategist, Piet Christiansen , join him.

In our weekly podcast Macro Strategy Views, we discuss the record-high syndicated debt issuance last week, the outlook for this week and the implications for euro markets. The positive equity sentiment should support credit spreads. Bund ASW is likely to widen again, while we are constructive on periphery spreads.

Global Head of FI&C Research Thomas Harr chairs today’s podcast, while our chief strategist on EUR covered and financials Sverre Holbek and our Chief Fixed Income strategist Jens Peter Sørensen join him.

In our weekly Macro Strategy Views podcast, we discuss the details of the US-China trade deal and the implications for the global economy. In our view, there are several weaknesses in the Phase 1 trade deal, which could mitigate the uplift in confidence, manufacturing and investment.

Global Head of FI&C Research Thomas Harr chairs today’s podcast, while our China and trade war expert Allan von Mehren joins him.

In our weekly podcast, Macro Strategy Views, we discuss the economic and financial performance in 2019 and the outlook for 2020. Real money funds are having a strong year, mirroring the stellar returns of financial assets. We discuss why 2020 will be more challenging despite better growth.

Global Head of FI&C Research, Thomas Harr, chairs today’s podcast. He is joined by Head of FX Research, Christin Tuxen, Head of International Macro Research, Jakob Ekholdt Christensen, and ECB strategist Piet Christiansen.

In our weekly Macro Strategy Views podcast, we zoom in on China and discuss the US-China trade war, US-China decoupling and the Chinese growth outlook.

Head of International Macro Research Jakob Ekholdt Christensen talks to our China economist Allan von Mehren, who has just returned from a trip to China collecting fresh impressions on these topics.

In our weekly Macro Strategy Views podcast we discuss the FX winners and losers from cross-asset rotation. We discuss the importance of equity and fixed income flows for the broad USD and the implications for Scandi currencies.

Global Head of FI&C Research Thomas Harr chairs today’s podcast, while our Head of FX Research Christin Tuxen joins him

In our weekly Macro Strategy Views podcast, we discuss the drivers of the cross-asset rotation with higher equity prices and higher yields. The first leg higher was driven by the reduction of tail risk related to trade war and Brexit in addition to stretched risk premiums. Whether the trend extends will depend on the economic cycle. We discuss the outlook for the cycle and asset implications.

Global Head of FI&C Research Thomas Harr chairs today’s podcast, while Head of International Macro Research Jakob Ekholdt Christensen joins him

In this week’s edition of Macro Strategy Views, we ask whether the recent rise in yields is sustainable. Some of the reasons behind the uptick – notably markets having second thoughts regarding the ECB’s commitment to easing - lead our fixed-income strategists to stress the risk of another dip in, notably, bund rates. This said, the introduction of tiering last week went smoothly and it is now up to new ECB Chair Christine Lagarde to show the way ahead. Finally, we also look at what has - and will - drive Scandi FX ahead of year-end, with self-fulfilling prophecies arguably haunting, in particular, the NOK in recent years.

Head of FX Research Christin Tuxen chairs today’s podcast and Head of FI Research Arne Lohmann Rasmussen and Senior FX Analyst Kristoffer Kjær Lomholt join her.

In our weekly podcast, Macro Strategy Views, we discuss the rotation in asset performance and the silent change in central banks’ reaction function. Since early September, equities and in particular European bank stocks have outperformed fixed income. This partly reflects geopolitics. However, the concerns about the reversal yield raised by some central banks have lifted short-term yields and banking stocks.

Global Head of FI&C Research, Thomas Harr, chairs today’s podcast while our Equity Strategist, Bjarne Breinholt Thomsen, joins him.

In our weekly podcast, Macro Strategy Views, we discuss the Riksbank and the ECB meetings this week. We believe the Riksbank will postpone the planned rate hike in December due to low inflation and falling inflation expectations. With regards to the ECB meeting, the focus will be on the recent public disagreement in the Governing Council.

Global Head of FI&C Research, Thomas Harr, chairs today’s podcast while our Chief Economist in Sweden, Michael Grahn, and our ECB strategist, Piet Christiansen, join him