Editorial The major themes have not changed over the summer holidays, and the focus continues to be on both the “peak growth” issue (with the slowdown in macro news flow) and the tapering issue (the – virtual – Jackson Hole symposium will be closely scrutinised ). The inflation theme remains in the background but is a significant tail risk (see our macro page in particular). Could it undermine the tremendous resilience that markets continue to show?
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Natixis
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.