This report is a Q&A of issues clients have identified as relevant to the economic and financial outlook. It’s a full slate this quarter. We begin with the evolution of the economic outlook and the public health situation over the last quarter. From there, we discuss ongoing challenges to global supply chains and implications for inflation, risks to China's property market, budding wage pressures, government investment and fiscal positions, and excess household saving. We close with the outlook for monetary policy and bond yields, and the implications of rising interest rates for the housing market.
|GDP Growth Impact (p.p.)||0.2 to 0.5||0.1 to 0.2||0 to -0.1||0.0|
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