The Covid-19 global outbreak that started in early January represents an exogenous shock to the global growth cycle, at a time when the world economy was on the cusp of a new synchronized cyclical recovery. Driven by this shock, our macro framework moved into a global contraction regime in February (i.e. global growth expected to […]
source https://thebtrader.com/2020/04/07/tactical-asset-allocation-views-april-2020/?utm_source=rss&utm_medium=rss&utm_campaign=tactical-asset-allocation-views-april-2020
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