Cycles In The Time of COVID-19

Presented by

Mathieu Savary, BCA Research’s strategist

About this talk

Join us May 27th as BCA Research’s strategist, Mathieu Savary discusses the cycles in the time of COVID-19. Discussion highlights will include: · The global economy will contract at its fastest pace since the early 1930s, but will not slump into a depression. · Easy monetary conditions, an extremely expansive fiscal policy, and robust bank and household balance sheets are crucial to the economic outlook. · Risk assets remain attractive. · The dollar and bonds will soon move from bull to bear markets. · The credit market offers some attractive opportunities. · Stocks are vulnerable to short-term profit-taking, but the cyclical outlook remains bright. · Favor energy and consumer discretionary equities.
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