51 episodes

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.

Macro Strategy Views Danske Bank

    • Business

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.

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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

    • 20 min

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