Macro Strategy Views Podcast: The strong returns of 2019 and why this may change
In our weekly podcast, Macro Strategy Views, we discuss year-to-date performance in financial markets and why this may change. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast while our Scandi Strategist, Kristoffer Kjær Lomholt, joins him. We discuss why equity markets could turn more volatile in coming weeks given the risks of near-term negative news flows regarding the trade negotiations, combined with a still weak global cycle. The macro divergence between Norway and Sweden has further to run, but Sweden may recover when the eurozone stabilises. There is a glimmer of hope for the eurozone despite all the worries.