Matthew Luzzetti, Chief US Economist, Deutsche Bank was recently asked by the Foreign Policy Association (FPA) to moderate a ‘Word from Wall Street’ panel at the World Leadership Forum. The panel focused on the outlook for US and global economies and what they mean for markets.
The Forum was held virtually and included panellists: Marc Chandler, Chief Market Strategist, Bannockburn Global Forex, Joyce Chang, Managing Director & Chair of Global Research JP Morgan and Abby Joseph Cohen, Senior Investment Strategist, Goldman Sachs.
Watch video here (starts from 1:09:33)
Luzzetti opened the discussion by stating that the panel was very timely with markets going through a remarkable re-pricing of central bank reaction functions over the next several years as global economies have been rocked by ‘supply-side shocks’ not seen in decades. Inflation was a main focus of discussion, with panellists debating the potential sources of the recent inflation spike and how long it will last for.
