bearish

Covid-Consensus Is Over-Optimistic

327 Views25 Mar 2021 18:36
Enthused by vaccine success in some countries, the consensus appears centred on a return to normal outcome in H2. We see a more restrictive outcome with downside risks to a more cautious mode.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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