13/04/2024
Global Investment View
Global Investment Views - April 2024
Global Investment View - February 2021
Tuesday 09 February 2021
Global Investment View
Choppy markets in a moment of truth for rates
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of DM, where we have been lowering our forecasts.
