Published on: July 9th, 2020 • Duration: 65 minutes
As cities across the U.S. take shelter against the pandemic that has altered life as we know it, markets rally on hope and fall on fear. Volatility has come roaring back and helped risk assets scream ever higher in what appears to be a new gravity defying reality. The question is - can this last? With the re-opening rally fully priced in, market participants the world over are looking to understand what’s next for the US and Europe. To this end, Daniel Lacalle, chief economist at Tressis Gestion sits down with Ed Harrison in this segment of Real Vision Live to break down why he sees the US outperforming over the long term despite recent setbacks on the coronavirus front.