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Macro Strategy Views: What’s next for Europe and European yields?
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Macro Strategy Views and Danske Bank에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Macro Strategy Views and Danske Bank 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In today’s podcast, we zoom in on Europe. In 2020, Europe lived up to its old mantra of never wasting a crisis, undertaking far-reaching measures not only on the ECB side but also with regard to national and EU level fiscal policies in response to the COVID-19 crisis. Now one year later, we take stock of the current state of play in Europe: We assess the impact of the second COVID-19 wave, new leadership in Germany’s biggest party CDU, a government crisis in Italy and looming discussions of economic policies on the other side of the crisis. We conclude that both the European Commission and the ECB will go very carefully on a potential exit and see yields in Europe trading in a tight range in 2021, even as we believe US yields should rise further from their current levels. Head of Global Macro Research Jakob Ekholdt Christensen chairs today’s podcast and he is joined by Chief Strategist on ECB and Fixed Income Research Piet Christiansen.
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