Q2 2021 Quarterly Outlook
Since the pandemic, the big change in economics and politics has been that we have transitioned to an era of fiscal stimulus forever. The new mantra is to print and spend as much money as possible to ensure social stability, but this new paradigm comes with unintended consequences and a cost – high inflation.
- The law of unintended consequences – the world is now short of everything it needs
- Weaker USD a must for deleveraging the global economy
- There is no escaping the bond market
After the presentation, you’ll also be able to join a lively Q&A session and get the investing insights you need to stay ahead of the curve in Q2, right from our experts.
Steen Jakobsen – CIO and Chief Economist
John Hardy – Head of FX Strategy
Althea Spinozzi – Fixed Income Strategist