New Macro Strategy Views Podcast: The recession is here
In our weekly Macro Strategy Views podcast, we discuss the recession and the lack of appropriate policy responses. With the exception of the Fed, we believe policymakers in Europe and US have not reacted forcefully enough to support their economies. Near term, the expected increase in virus numbers would be a substantial hit to the global economy. We discuss the expected length of the slowdown and what we will be looking out for.
Global Head of FI&C Research Thomas Harr chairs today's podcast and he is joined by Head of International Macro Research Jakob Ekholdt Christensen.