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The New World: Moving Beyond Covid

September 9, 2021
The global economy performed strongly over the summer, but the delta variant has led to increasingly frequent data misses versus expectations. This has seen us downgrade our near-term US growth outlook just as high inflation readings have shifted attention to when central banks will taper asset purchases. These inflation fears initially centred on the US, but the Euro Area now has its highest inflation in almost a decade as well. For now investors are still convinced, as is priced in, that inflation will be a temporary phenomenon that will mostly self-correct.  [more]

More documents from Marion Laboure

25 Documents
September 7, 2021
1
Who would have guessed that Tom Brady would lead a team to Superbowl glory at the age of 43? Who would have thought that Cristiano Ronaldo and Lionel Messi would still compete for the Ballon d’Or award at the ages of 36 and 34, respectively? And who would have guessed that Federer, Nadal, and Djokovic would continue to dominate tennis well into their thirties, despite a generation of new players? There are close parallels between great athletes like these and professional success. We have a lot to learn from remarkable women and men who achieve great heights in sports—especially as we move toward a post-pandemic work-from-home future. [more]
March 17, 2021
Topic:
6
Bitcoin’s market cap of $1 trillion makes it too important to ignore. Big players who buy and sell bitcoins have considerable market-moving power. As long as asset managers and companies continue to enter the market, Bitcoin prices could continue to rise. But bitcoin transactions and tradability are still limited. And the real debate is whether rising valuations alone can be reason enough for bitcoin to evolve into an asset class, or whether its illiquidity is an obstacle. Bitcoin’s value will continue to rise and fall depending on what people believe it is worth. This is sometimes called the Tinkerbell Effect — a recognised economic term stating that the more people believe in something, the likelier it is to happen. [more]
February 3, 2021
Topic:
7
A year ago, we stated that:
− Cryptocurrencies would become more mainstream. Both Facebook and PayPal will be adding cryptocurrency capability to their wallets early 2021.
− Central bank digital currencies (CBDCs) will be widely discussed. The Bahamas launched the first nationwide CBDC last October, and both Sweden and China launched pilots in early 2020.

What do we see this year? Click here and find out [more]
January 28, 2021
8
Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation. [more]
January 13, 2021
Topic:
9
Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity /credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. [more]
November 25, 2020
11
The global economic outlook has improved since September thanks to the positive vaccine news, and we now see global GDP returning to its pre-virus levels in Q2 2021. Significant risks around this forecast remain both to the downside (if the virus were to spread more severely this winter or a vaccine rollout were delayed) and the upside (if a vaccine rollout is quicker than anticipated). [more]
22.2.0