Will Climate Change, food security and social life return to a new normal?
We discuss what COVID-19 means for growth, inflation an monetary policy in the years ahead. But also the longer term structural issues, ranging from lower natural real rates, debt monetisation, income inequality, political disruption, food security, climate change and de-Globalisation. But there are possible silver linings, with the potential for a new and better world order to emerge, tackling climate change and the financial system playing a more socially responsible role with the rise of ESG investing.
For further insight on the world post Covid-19, read our full report here.
FX Strategist
Head of Global Macro Research
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