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

Macro Strategy Views Podcast: The strong returns of 2019 and why this may change
Category: Business
Duration: 00:22:15
Publish Date: 2019-02-11 10:30:32
Description: In our weekly podcast, Macro Strategy Views, we discuss year-to-date performance in financial markets and why this may change. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast while our Scandi Strategist, Kristoffer Kjær Lomholt, joins him. We discuss why equity markets could turn more volatile in coming weeks given the risks of near-term negative news flows regarding the trade negotiations, combined with a still weak global cycle. The macro divergence between Norway and Sweden has further to run, but Sweden may recover when the eurozone stabilises. There is a glimmer of hope for the eurozone despite all the worries.
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