Goldman Sachs Says Dollar Could Fall by 6% in 2021

The transcript discusses the anticipated impact of a vaccine-led recovery on the global economy, highlighting potential inflation scenarios and the role of fiscal stimulus. It emphasizes the importance of a safe and effective vaccine over current economic stimulus measures, predicting a broad recovery in sectors affected by the pandemic. The discussion also covers the expected weakening of the dollar as global growth picks up, with flows moving from safe havens to riskier assets.

In what ways could the rollout of a safe and effective vaccine impact sectors that require face-to-face interaction?

What is the expected trend for the dollar in relation to global economic recovery?