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

China has seen a sharp rebound after the successful opening of its economy in spring last year. Now its economy is slowing as the effect of the stimulus is fading. In this podcast we discuss the nature of the slowdown and what it could mean for the rest of the global economy and the financial markets. We also discuss the shift in geopolitical risk between China and the US with the Biden administration in office. Head of Global Macro Research Jakob Ekholdt Christensen chairs today’s podcast and he is joined by Chief Analyst and China expert Allan Von Mehren

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In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week.