In 4 Qs for Q4, the NatWest Markets strategists take a closer look at four key market themes we think will be crucial for you to watch for the rest of 2021.
As summer draws to a close, big questions about the direction of markets, economies, businesses, and society loom large in the minds of investment and corporate finance professionals. In this special boxset series, we tackle the four biggest questions at the heart of what will drive asset performance, economic growth, and policy for the rest of 2021 (and possibly beyond) and discuss what that could mean for your investment and financial strategy.
In a race between the Delta variant, consumption, and the fiscal cliff, who wins?
How will the spread of the Delta variant affect consumer spending? Will waning fiscal support mean growth runs off a cliff? In this episode of 4 Qs for Q4, Global Head of Desk Strategy John Briggs is joined by Ross Walker, Giovanni Zanni and Kevin Cummins for a discussion on the delicate interplay between coronavirus, consumption, and fiscal policy – and the implications for global growth and markets.
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Beyond transitory – is this a new normal for inflation?
Inflation is picking up almost everywhere – where do we think price pressure will endure and where will it pass? From supply chains to fixed income, where are markets underestimating inflation risk? In this episode of 4 Qs for Q4, Global Head of Desk Strategy John Briggs is joined by Ross Walker, Theo Chapsalis, and Giles Gale for a closer look at whether the pandemic charted a new long-term course for inflation markets in the US, UK, and Europe.
How will the path of US monetary policy affect global markets?
How will the Fed’s thinking on inflation and monetary policy evolve and what does that mean for bond markets and currencies? Where do we see the US dollar heading for the rest of the year and how will that affect risk markets? In this episode of 4 Qs for Q4, European Rates Strategist Imogen Bachra joins John Briggs, Kevin Cummins, Brian Daingerfield, and Alvaro Vivanco take a closer look at the path of US monetary policy and its impact on global markets.
What does China’s new growth paradigm mean for emerging markets, trade & supply chains, and global FX?
How will China’s slowdown and the changing growth dynamic affect the global economic recovery longer term? What does Delta-driven divergence look like across emerging market assets? And how will supply chain & trade pressures affect the outlook for commodities and global currencies? In this episode of 4 Qs for Q4, European Rates Strategist Imogen Bachra joins Peiqian Liu, Galvin Chia, Paul Robson to discuss the shifting long-term growth outlook in China and its effects on global trade, currencies, and commodities.