PANORAMA – Februar 2021

The markets are “stuck” on a pandemic-exit scenario that is contingent on massive vaccinations, a scenario that sees a mid-year rebound in economic activity. The projected rebound would be even more powerful if it was to be delayed a few months while monetary and fiscal stimulus continued. In short, a best-case scenario. Are we read to jump on board? Generally, yes, but while remaining cautious in the short term.

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