Macro Strategy Views podcast: The corona virus and the economic implications
In our weekly Macro Strategy Views podcast, we discuss the implications of the coronavirus for the Chinese economy, the risk of a US-Europe trade war and the market implications. In our view, the Chinese economy is likely to take a hit and GDP could be reduced by up to one percentage point near term. Europe is picking up but a Chinese slowdown and the risk of a US-Europe trade war could weigh on sentiment. Global Head of FI&C Research Thomas Harr chairs today’s podcast, while our Chief Analyst on China Allan von Mehren, our Euroland economist Aila Mihr and FX strategist Lars Merklin join him