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Investors have followed suit. Expectations about the evolution of monetary policy have clearly increased and the decline that followed Ukraine’s aggression has passed.
Two remarks on the different monetary strategies. The first explains the divergence in behavior, the second takes the opposite view.
Ostrum AM’s Chief Economist, Philippe Waechter, discusses the potential governments’ fiscal policy have on preventing a deflationary spiral.
The drop in activity in the United States is out of all proportion compared to the recessions of the past. A return to normal, to the dynamics before the health crisis, would suppose that all the sectors progress in a homogeneous way
US economic activity has subdued considerably due to COVID-19. Philippe covers this slowdown with charts on consumer spending.
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