By Philip Lawlor, managing director, Global Markets Research
As attention starts to shift towards when and how the lockdown exit will be implemented, there is a litany of important questions and themes that needs to be considered in a post-lockdown world. In this blog, we pose ten questions, which are top of mind for market participants.
1. From a macroeconomic perspective, the most fundamental question is what will be the long-term economic impact from COVID-19 on growth?
Looking at the long-term historical trend, the moving average of US nominal GDP and bond yields over a