Macro Strategy Views: The coronavirus – V-shaped recovery and market implications
In our weekly podcast, Macro Strategy Views, we discuss the implications of the coronavirus for the Chinese economy, global economy and markets. We expect a sharp fall in Chinese data in coming months followed by recovery. Asia will be hit hard with smaller implications for Europe and US. We expect equities will stabilise over the coming months before heading higher. Global Head of FI&C Research, Thomas Harr, chairs today’s podcast and he is joined by Allan Von Mehren, China economist, Mikael Olai Milhøj, US economist, and Bjarne Breinholt Thomsen, equity strategist.