European Markets with Peter Schaffrik: February 2021
By
Peter Schaffrik, RBC Capital Markets, LLC
Published February 16, 2021
|
6 min watch
A monthly update on the European economy
In this month’s edition, Peter discusses the recent increases in inflation and how this will shape the markets.
As companies face shortages of supplies, freight prices for goods shipped in from abroad have skyrocketed. How do markets react to this and can the markets expect those price pressures to be temporary or could they expect central banks to have shifted their reaction function to inflation?
Watch this new edition of our monthly update where we outline three main scenarios we believe could be panning out in the market, each having vastly different implications.
View Audio Transcript
Peter Schaffrik
Chief European Macro Strategist, RBC Capital Markets
RBC Capital Markets, LLC
Peter joined RBC in September 2010 from Dresdner Kleinwort/Commerzbank where he was the co-head of global rates strategy. At RBC, Peter first held the position of Head of European Rates Strategy and is currently our Chief European Macro Strategist, leading a team of experienced economists and strategists covering the UK and Continental Europe. Peter works closely with our other strategy teams around the globe in formulating RBC’s macroeconomic and interest rate views.
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