Light at the end of the tunnel when it comes to the virus, but the markets are about to enter the tunnel

Eddy Markus
Thursday, 25 March 2021
Eddy Markus

Some famous economists argue that particularly the US economy will soon overheat because of the Biden administration’s stimulus measures and the flooding of the market with money by the Fed. They disagree whether the resulting inflationary pressures will be temporary or that inflation expectations will become unmoored, leading to a recession and/or a vicious cycle of ever-higher prices. How this story unfolds will have big repercussions for all asset classes.

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