Report
A slow learning curve for financial markets?
Our position has always been that since the second half of 2021, financial markets have been underestimating the level of future long-term interest rates, firstly because of an underestimation of future inflation, and secondly because of an underestimation of future real long-term interest rates. Financial markets are gradually correcting these two underestimates, but they are not yet fully anticipating the higher level of long-term interest rates in the future. Their learning curve for the new economic equilibrium (more inflationary, characterised by a shortfall in savings) is slow.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
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