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Let’s set aside for the moment questions of timing and think about what changes we can expect to be durable from the virus-induced recession.
The first thing that springs to mind is a loss of income which will take a while to recover. For some that will be quite soon, for others who need to find a new job it will take longer. As we go from full employment in many countries to something less that necessarily represents lower growth overall and by extension lower corporate earnings.Click HERE to subscribe to Fuller Treacy Money Back to top