Macro Strategy Views - Political disruption from the Covid-19 crisis
In our weekly Macro Strategy Views podcast, we discuss the political consequences of the crisis. The focus is shifting towards how the crisis will be more disruptive politically than most people expect. An escalation of geopolitical conflicts, such as US-China tensions, may be a trigger for a more prolonged crisis. We discuss the unstable equilibrium in the eurozone, where there are political risks that the ECB will suddenly hesitate and anti-EU sentiment on the back of the crisis. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Head of International Macro Research Jakob Ekholdt Christensen.