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3 Podcasts
May 13, 2020
1
One of the lead features in the latest Konzept edition concerns whether the Coronavirus will end up being deflationary or inflationary. We have Robin Winkler, FX Strategist in the red corner fighting for his deflationary views and Oliver Harvey, Macro Strategist in the blue corner countering with his inflationary views. Jim Reid, Global Head of Fundamental Credit Strategy and Thematic Research moderates. [more]
February 3, 2020
2
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [more]
September 2, 2019
3
Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's Speech. This limits the ability of MPs to table legislation to prevent no deal Brexit and signals that the Johnson government may be prepared to break constitutional precedent to take the UK out of the EU without a deal. At the same time, it could crystallise opposition to a no deal Brexit this week in the House of Commons leading to a unity government. [more]
11.0.10