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A unified Democratic Congress increases the likelihood of near-term fiscal stimulus in the US, although the timing and size remain uncertain. We currently expect $1.1 trillion in additional fiscal support to be approved between mid-February and mid-March, with risks to the upside. Although around 27% is expected to come in the form of individual payments, which may be paid out more quickly, much of the incremental spending may take longer to reach the economy.
Source: Goldman Sachs Global Investment Research. As of January 14, 2021.
As we look into 2021 and beyond, we think global policymaking will be less governed by the latest political victory than by the realities of massive sovereign deficits, shifting demographics, and environmental conditions. COVID-19 has only accelerated this climate of change and the need for prescriptive solutions and investment.
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