Market Outlook – COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight

Global Outlook Update – PART 3

By Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini

26 March 2020

In this paper we discuss:

• Our revised growth and inflation global outlook for 2020 and 2021;
• The risks around our baseline scenario, including that of a “stagflationary depression;”
• The complete scenario analysis; and
• The implications of the various scenarios for markets: equities, fixed income, fx, commodities.

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Download PDF: R&R Global Outlook – PART 3 – March 2020