Macro Strategy Views: China - a time-machine for the global economy?

Macro Strategy Views - Ineffective vaccines - the biggest tail-risk to the global recovery

Macro Strategy Views: What’s next for Europe and European yields?

Macro Strategy Views: Democratic clean sweep opens up for repricing Fed, stronger USD

Macro Strategy Views: The world in 2021 – faster recovery, higher equities and stronger USD

Macro Strategy Views: Brexit deal likely within a week

Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

Macro Strategy Views: Vaccines, lockdowns and the economy

Macro Strategy Views: The political, economic and financial implications of the US election

Macro Strategy Views – Europe’s W, a Biden win and the outlook for markets

Macro Strategy Views: Now the hard part - crisis to extend but not escalate

Macro Strategy Views: The short- and long-term consequences of Brexit

Macro Strategy Views: Slower growth, downside risks but higher equities

Macro Strategy Views: How the US election could boost the US economy and equities

Macro Strategy Views: Hawkish Norges Bank and FAITing Riksbank

Macro Strategy Views: Inflation at 3% - how to get there?

Macro Strategy Views – Reflation, equity rotation and the impact on credit markets

Macro Strategy Views - No Nordic cliff edge after state support ends

Macro Strategy Views: Is the reflation theme Dead?

Macro Strategy Views: Why equities are not expensive