The Lockdown Slowdown
September 2, 2021    Jordi Visser
Weiss President and CIO, Jordi Visser, regularly produces videos that provide a real-time interpretation of the market's most critical developments.
In his most recent video, Jordi talks about the current Asian recession due to lockdowns and the pent-up demand that is likely to be unleashed on the global economy in 2022. With 60% of the world's population and a contribution of more than 60% of global GDP, Jordi believes the real story isn't fear of Covid anymore. In Jordi's opinion, the Asian reopening story is the thing that serious investors should be focused on as they begin thinking about how to position their portfolios for 2022.
Beginning with the Goldman Sachs Lockdown Index and Asian PMIs, Jordi walks through the depths of the Asian recession lockdown, the psychological impacts of the bottlenecks and lockdown, and the implications of an unsynchronized recovery. Along the way, Jordi offers a prediction for a weakened US Dollar and energy prices grinding higher.
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TOPICS: ASIA, CURRENCY, MACRO, VOLATILITY