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Description:
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In our weekly podcast Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Today, we focus on our outlook for 2019, with a particular focus on the US, Europe and Scandinavia. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast and our Head of International Macro and Emerging Market Research, Jakob Ekholdt Christensen, joins him.
Global growth is set to slow next year, led by the USD. However, core inflation in the eurozone is set to head sharply higher over coming years, as higher wage growth feeds into higher service price inflation. Italy is the biggest risk for Europe. Norway should outperform Sweden. |
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