Economic Risks

Russell Jones

Teneo
Dec 02, 2020

Secondary dips in activity multiplying before vaccines arrive
A US Presidential inauguration surrounded by chaos
Inflation falling further and remaining uncomfortably low
Fiscal support being extended, further boosting debt ratios
Central banks becoming yet more unconventional
Real activity taking many years to approach prior trend

Macro-series-Economic-Risks-Llewellyn-Consulting-December-2020

Charts of the month

Economic Risks 1

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