Speevr logo
Report

It Will Be A U-Shaped Economic Recovery Not A V-Shaped One

Table of Contents

My baseline view is that markets are much too optimistic about the recovery of the US and world economies. Of course, there is a reason for optimism; the infection trajectory in the US is looking better, as shown in Figure 1 on the left below. According to most models, the peak ...

 

Become a member to read the rest of this article

Subscribe to receive updates from SOM Macro Strategies

Most recent by SOM Macro Strategies

report

Share this page

Speevr logo

It Will Be A U-Shaped Economic Recovery Not A V-Shaped One

My baseline view is that markets are much too optimistic about the recovery of the US and world economies. Of course, there is a