. . . Now that the fiscal outlook is clearer, consumer behavior is key. The fiscal outlook has become clearer with the imminent passage of the American Rescue Plan, China’s recent budget announcement and the suspension of the EU fiscal rules for another year. We find ourselves upgrading our global growth forecasts to 6 1/2%.
ASR’s Ian Harnett writes the Markets Insight column in the Financial Times.
18th FEB. 2021
Absolute Strategy Research’s Co-Founder Ian Harnett discusses why expansive fiscal and monetary policies may see a 1980s-style Japanese melt-up and meltdown, in his Financial Times ‘Market Insights’ article.