European Markets with Peter Schaffrik: February 2021

By Peter Schaffrik
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.

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Peter Schaffrik

Peter Schaffrik
Chief European Macro Strategist, RBC Capital Markets

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