A narrow democratic majority is freshly installed in the senate and trillions of dollars of fiscal stimulus are being touted by the new administration, leading Wall Street to go all in betting on reflation. While Jay Powell and the Fed remain bullish about the need for fiscal stimulus and the threat inflation poses, some dissenting voices are emerging. Mark Sobel, US chairman at OMFIF, convenes a panel to discuss the lasting impact of fiscal stimulus and the threats that might be emerging.

Panellists:
Marco Annunziata, Co-Founder, Annunziata + Desai
Gregory Daco, Chief US Economist, Oxford Economics
Ellen Zentner, Managing Director, Research, Morgan Stanley

Moderator:
Mark Sobel, US Chair, OMFIF

Recorded: 11/03/2021

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