Væksten er forrygende i coronakrisens andet år – en krise, der skulle have endt i en krise som depressionen i 30-erne. Men væksten falder overalt i verden de næste to år, vurderer Goldman Sachs. Væksten næste år bliver dog over det normale niveau, men væksten i 2023 bliver under niveauet. Vækst-faldet er størst i USA og Europa, og det kommer ned på under 2 pct., mens Kina og De nye Økonomier kan holde dampen oppe på et pænt niveau på 4-5 pct.
Global Growth
The combination of strongly pro-cyclical fiscal and monetary policies in most major economies, in conjunction with households’ pent-up consumption, means that the global economy is currently enjoying its strongest period of growth in decades.
Although momentum should inevitably fade as the reopening restores some semblance of normality, the global outlook for 2022 is one of continued above-potential activity.
Thereafter, we expect 2023 will return to a lower but more sustainable and historically normal pace of expansion.