In our weekly Macro Strategy Views podcast, we discuss the recession being extraordinarily deep and much deeper than the worst months in the global financial crisis in 2008-09. However, there is still a chance that the recession will be short-lived. The key will be (1) how the virus numbers develop and (2) the political reaction function in terms of when politicians decide to end the lockdowns.
Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Analyst Allan Von Mehren and Chief Economist Las Olsen.
Listen to the podcast here or in your favourite podcast app