Crash or Boom? The Recession Plot Thickens

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Will recession finally rear its ugly head on to the global stage?

In the second installment of our Crash or Boom series, Andreas Steno Larsen welcomes Mikael Sarwe, head of equity strategy and quant at Nordea, for an in-depth exploration of recessionary risks in the U.S., Europe, and China. Are financial markets pricing these risks correctly? And, how should investors think about asset allocation in this economic environment?

CHAPTERS
1 Recapping Part 1 Of Our 'Crash or Boom?' Series 00:09
2 The Plot Thickens For The US 01:06
3 Sweden: The Canary In The Coal Mine For Global Macro 09:59
4 Mikael's thoughts on China 0:16:20
5 Is Fed Hiking Rates Again Next Week? 0:23:18
6 Equities Or Bonds? 0:32:59
7 Fiscal And Monetary Tools To Fight A Coming Recession 0:39:05
8 Viewer Questions 0:45:07

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