The COVID-19 pandemic has transformed the investment landscape in a matter of months, prompting a rethink of strategic asset allocation views.
Negotiations over a new U.S. fiscal package looked to have stalled. We still expect a sizable package, but risks of a no-deal outcome are growing.
Markets will focus on the annual Jackson Hole meeting for what potential policy framework changes might imply for the medium-term inflation outlook.
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Be Careful Out There - Weekly Market Notes August 24, 2020
