What To Expect In The Post-COVID Economy

What To Expect In The Post-COVID Economy

The global vaccination effort is resulting in the daily administration of millions of COVID-19 vaccine doses and a decline in virus cases. Though progress is likely to move in fits and starts, we expect a boost to global activity as nations increase the pace of inoculations, reduce virus-related social distancing measures, and move to reopen their economies.

What To Expect In The Post-COVID Economy

Inflation Expectations Are Up. Should Investors Worry?

Economic growth is picking up as the vaccine rollout gains speed, commodity prices are heading higher, the government is proposing another large fiscal aid package, and the Federal Reserve is pledging to keep its very easy monetary policy intact for the foreseeable future. Not surprisingly, inflation expectations are rising. Given these factors, how concerned should investors be about inflation? Here’s our take on the current situation, and what investors can consider doing now.

What To Expect In The Post-COVID Economy

Top 10 Trends Of 2021

The COVID-19 pandemic has accelerated key global trends, most notably the adoption of digital technologies and the expanding role of government in the economy. Our top trends for 2021 look at how these themes are likely to evolve, reshaping prospects for inflation, easy money, the dollar and emerging markets, and recasting the profile of global market winners and losers.

What To Expect In The Post-COVID Economy

U.S. Outlook: The Future Is Here, And It’s Digital

As striking as behavior shifts were in 2020, we may one day look back at 2021 as a major turning point not only for the economy but for public health, politics and the way we live in the digital age. “The longer we live in an environment where we have to be careful about our health, the more persistent behavior change will be,” Romo says. “We just hit the fast-forward button to the future, and I don’t think we’re going back.”