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MAP20210015182Global markets overview : asset research team. may 2021. — London : Willis Towers Watson, 20217 p.Sumario: There are many drivers of current high US inflation: i) Base effects from low inflation one year ago; ii) aggressive monetary and fiscal easing; iii) a narrowing of spare economic capacity; iv) rising energy and industrial metals prices; v) an unwinding of pent-up consumer savings; and vi) supply chain squeezes due to Covid-19 restrictions. We believe a number of these forces, which are driving inflation over the short-term, are most-likely to prove transient and are likely to abate over 2022. However, we expect high inflation volatility in different sectors as the US economy moves to its post-pandemic new normal. 1. Mercados financieros. 2. Perspectivas económicas. 3. Riesgo financiero. 4. Política fiscal. 5. Crecimiento económico. 6. Inflación. I. Willis Towers Watson. II. Título.