Macro Strategy Views Podcast: How China rules the world economy and implications for equity markets
In our weekly podcast, Macro Strategy Views, we discuss China’s stimulus, the challenges of the eurozone and the implications for equity markets. Our Global Head of FI&C Research chairs today’s podcast while our Chief Equity Strategist, Mattias Sundling, joins him. China is now leading the global industrial cycle, with the Eurozone and Scandinavia more closely linked to China than the US. We expect the Chinese economy to recover in coming months and discuss what this means for the eurozone and equity markets.