Macro Strategy Views: Market volatility to ease further
In our weekly Macro Strategy Views podcast, we analyse the latest coronavirus numbers, the implications for the global economy and easing market volatility. Over the weekend, there has been improvement in both the US and Europe in terms of the virus numbers. It looks to us as though European countries outside Italy are on track for a peak early this week and the US by the end of the week. Meanwhile, we are seeing an improvement in market sentiment following very aggressive central bank easing. We expect equities to head gradually higher over the coming three to six months. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Chief Analyst Allan Von Mehren and Senior Equity Strategist Bjarne Breinholt Thomsen.