Market Flash - May 2021
"While the reflation stalled in recent weeks, it should ramp up again with cases rolling over and reopening prospects improving." Esty Dwek gives her analysis for this month.
What President Biden’s first 100 days have told us about his priorities, how US-China relations may be, and which policies might impact global markets are analyzed.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.