How will the global economy develop in the coming quarters? How will the monetary policies of the central banks differ? What scenarios are likely for the key financial markets? What are the associated specific medium-term forecasts (three weeks to a year)? What political risks could change the scenario completely?
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Most lockdowns will likely be toned down in four to eight weeks. However, economies won’t bounce back to their former levels. This together with sky-high debt loads will drive authorities towards inflation policies. This stagflation scenario will have immense repercussions for financial markets.
Does Europe have sufficient monetary and fiscal weapons to battle the coronavirus and will the continent succeed in becoming a relative attractive place for investors in these disturbing times?
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