Economic data shows us that a remarkable recovery is unfolding around the world.
Though the recovery is largely vaccine-led and driven by the US, it is having a global effect and has seen significant levels of monetary and fiscal policy operating hand-in-hand.
In this week’s Six Minute Strategy Guy Monson explores what this means for world markets and discusses:
• How Biden, Yellen and Powell chart a course for the US economy without permanent loss
• The 2020 low base effect causing distortions in China’s economic data
• The UK’s fiscal stimulus, vaccinations and re-opening