Bilal Hafeez is the CEO and Founder of Macro Hive and previously worked at JP Morgan, Deutsche Bank and Nomura. Bilal joins Macro Musings to discuss recent economic developments and the outlook for inflation after the COVID-19 crisis. Specifically, Bilal and David discuss the prospects for a K-shaped US recovery, COVID-19’s impact on the Eurozone and the UK, how the launch of the EU’s recovery fund has fared, and how the pandemic has impacted the outlook for the services sector, inflation, and the US dollar.

 

Transcript for the episode can be found here.

 

Bilal’s Macro Hive profile: https://macrohive.com/researcher/bilal-hafeez/

Bilal’s website: http://bilalhafeez.com/

Bilal’s Twitter: @bilalhafeez123

 

Related Links:

 

*The True Economic Consequences of the COVID Peace* by Bilal Hafeez

https://macrohive.com/hive-exclusives/the-true-economic-consequences-of-the-covid-peace

 

*EU Enjoys ‘Outrageous Demand’ for First Covid-related Bond* by Tommy Stubbington

https://www.ft.com/content/e3553b68-22c8-487c-a7c0-7e1c6dc0ec4b

 

David’s Twitter: @DavidBeckworth

David’s blog: http://macromarketmusings.blogspot.com/