Analysis

Q4 global economic and FX outlook [Video]

As the global economy experiences an uneven rebound, we take the chance to assess three “C”’s of the global outlook - COVID, central banks, and currencies. We examine how the renewed spread of COVID cases is affecting the U.S. economic outlook, as well as assessing the status of the Fed’s “taper talk” and the potential path for U.S. monetary policy. We also look at how COVID is affecting international economic activity and influencing foreign central bank plans, and also how the intersection of U.S. and international developments could influence medium-term currency trends.

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