Macro Insights Livestream - March 2021
The pandemic is by no means over, but as vaccinations widen and fiscal/monetary stimulus measures remain in place, the markets are logically looking at the possible implications for various assets classes. Especially in the US, expected mobility normalisation is combining with pipeline cash transfers and public investment spending to gradually push up inflation expectations and long term interest rates. Is the market getting ahead of itself; is inflation a mirage and normalisation a chimera? Join us for our monthly Macro Insights Livestream as we go over the regional and global implications of the reflation trade, particularly in the context of a possible economic boom in the US.
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