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

Macro Strategy Views Podcast: Cross asset rotation and the reversal yield
Category: Business
Duration: 00:22:43
Publish Date: 2019-10-28 15:12:24
Description: 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.
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