Macro Insights Livestream - June 2021
It is clear now that Covid cannot be suppressed; the world will have learn to live with it, but only with mass vaccination. Western nations are ahead in this race, but there is a major push in Asia to catch up, which will have profound macro implications for the rest of the year. Additionally, two major themes are playing out: first, a strong tech cycle marked by semiconductor chip shortage; second, China’s policy dynamic diverging from the rest of the world, with a bias toward tighter liquidity and regulation. We examine these developments and the near term outlook in our June Macro Insights Livestream. I will be joined by economists Nathan Chow and Ma Tieying.
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