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Macro Strategy Views Podcast: From reduction of tail risk to cyclical upturn
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In our weekly Macro Strategy Views podcast, we discuss the drivers of the cross-asset rotation with higher equity prices and higher yields. The first leg higher was driven by the reduction of tail risk related to trade war and Brexit in addition to stretched risk premiums. Whether the trend extends will depend on the economic cycle. We discuss the outlook for the cycle and asset implications. Global Head of FI&C Research Thomas Harr chairs today’s podcast, while Head of International Macro Research Jakob Ekholdt Christensen joins him
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