About this Webinar
Dario Perkins explained how the consensus Goldilocks scenario was less certain that all of the consensus was assuming. On the downside, a lot was still unknown about vaccine efficacy and any problems could postpone the recovery. But given huge pent-up demand, the revival in the global economy could also prove more potent – turning the reflation trade into an outright inflation scare. Central banks would lean against any turbulence in markets, but they might also try to exit their QE programmes. The global financial system was extremely sensitive to borrowing costs. Finally, Dario analysed the medium-term outlook for fiscal policy, which could have a huge bearing on both the macro environment and market risks over the next few years.
Speakers
Dario Perkins
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