EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

Stocks, FX, Bonds, Commodities

Global Forecaster

Tue 17 Mar 2020 - 12:30

Topics

COVID will be a defining moment in history

State of the world pre-COVID

The impact on Asia compared to the West

Europe is a dysfunctional conglomerate

America is a declining power

The equity market will see losses of the magnitude only seen in the great depression

Soverign debt crisis in Italy

Hyperinflation as central banks cannot fix it