Macro Strategy Views Podcast: Why Germany should ease fiscal policy

In our Macro Strategy Views podcast, we discuss the arguments for why Germany should ease fiscal policy. Global Head of FI&C Research Thomas Harr chairs today’s podcast and our Chief Economist in Denmark Las Olsen joins him We discuss the arguments for German fiscal stimulus: cyclically, a secular decline in interest rates, to lift the neutral rate, and support short- and long-term growth. In our view, it may be some time before policymakers act. We believe the market would like to see more concrete evidence of a shift in the German stance before it has a lasting impact.

Om Podcasten

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.