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Global Macro and Strategy: The Great Re-Opening

Mar 24, 2021 12:00 pm 1:00 pm

The U.S. and global economies are set to re-open as widespread vaccinations get underway.  President Biden’s $1.9 trillion fiscal stimulus will provide a further jolt to the recovery.  

Fears of booming economy and accelerating inflation have spooked the bond market. Are investors right to worry about overheating and significantly higher inflation? 



Harvinder Kalirai, CFA Chief Fixed Income & Currency Strategist, Alpine Macro

Harvinder spent a decade with BCA Research, where he headed the firm’s Foreign Exchange Strategy service from 2008 to 2016 and Daily Insights from 2016 to 2018. Prior to BCA, Harvinder was Head of Currency Management at CIBC Global Asset Management. Previously, he held various positions at State Street Global Markets, including Senior Macro Strategist (London), Head of Currency Research, Asia-Pacific (Sydney), and Senior FX Strategist (Boston). Harvinder began his career at the Bank of Canada in 1995 with an MA (Economics) and a BCom (Finance) from McGill University. He also holds the CFA designation.

CFA Society North Carolina