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1.
00:16
The Global Economic Outlook
2.
02:43
This Economic Boom Will Probably Include At Least an Inflation Scare
3.
04:43
The U.S. Dollar
Francis A. Scotland »
Francis joined the firm in 2006 and has developed a proprietary global macroeconomic research structure to support the fixed-income group's investment process, and also provides investment ideas and strategic asset allocation recommendations. From 1984 until 2005, Francis was a principal of the BCA Research Group ('BCA'), formerly the Bank Credit Analyst, and head of global investment strategy. Read More »
00:03
What Are the Key Elements in the Macro Outlook?
06:14
Policy Makers Seem to Be Acting Differently. Have We Embraced Modern Monetary Theory and Would That Represent a Regime Change?
09:22
Will This Regime Change Cause Inflation?
Can You Review the Quarter and the Outlook?
05:38
What About the Future? Can We Sustain V-Shaped Recoveries?
09:07
What About the Pandemic? Won’t Successive Waves of the Disease Knock Us Back into Recession?
4.
13:09
How Does the U.S. Election Outcome Affect the Outlook?
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00:00
Introduction
04:49
The Worst Global Recession in History
08:03
Lockdowns Kept the Virus from Overwhelming Health Care Capacity
08:29
Assumption: We Learn to Live with It and Science Overcomes It
5.
08:43
Policy Support Essential in Interim
6.
09:30
When Fear Ends the Cumulative Boost from Lower Yields Could Be Substantial
7.
09:49
Cumulative Policy Stimulus Substantial as Well
8.
10:02
Gold Captures the Declining Opportunity Cost of Owning Fiat Money
9.
10:20
Commodity Price Inflation a Good Gauge of the Success of Global Reflation
10.
10:33
CRB and the Economy Usually Catch up to Reflation...
11.
11:32
A Steeper Yield Curve Requires the World Economy to Gain Traction
12.
11:51
Still Early, but All This Stimulus More Anti-deflationary Than Inflationary
13.
12:42
In a Zero Bound Dollar Denominated World, Reflation Requires a Weaker Dollar
14.
Fed Has Moved on the Supply Side
15.
13:27
Rate Spreads Don't Support the Dollar
Consumer Behavior: Tourism
02:11
Consumer Behavior: Savings Rates
04:00
The Consumer Price Index During Past Crises
05:36
Onshoring Manufacturing: Nationalism vs Globalization
07:17
U.S. Treasury Market Supply and Demand
Brian L. Giuliano, CFA »
In his role on the Global Fixed Income team, Brian provides research and communicates with clients, prospects, and consultants in support of our investment strategies. Previously, as a senior investment specialist in Brandywine Global’s Wealth Management Group, he maintained and enhanced relationships with institutional and high net worth clients and prospects while specializing in Global Fixed Income and related strategies. Read More »
