Consensus: a bullish 2021, and long-term interest rates determine the extent of this

Monday, 7 December 2020

Effective vaccines, declining political risks, ongoing fiscal and monetary stimulus and pent-up demand have caused a jubilant mood among investors and analysts and a very bullish outlook for 2021. However, markets ignore several short-term risks and rising long-term rates could throw a spanner in the works in the course of next year. 

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Maria Thorvardardottir

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Maria Thorvardardottir