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.