Virus Compels A Strategic View Revamp

Summary

• The virus shock is accelerating and changing structural trends, leading us to shift our long-term return expectations and strategic views.
• The key to the policy response has shifted to ensuring successful execution and avoiding policy fatigue before the shock passes.
• This week’s survey data could help gauge sentiment among businesses and consumers on the impact of duration of the virus shock.

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This post originally appeared on the BlackRock blog.