Report
Euro zone: Daring to contradict financial markets
Financial markets currently expect the following in the euro zone: A recession; A marked deterioration in companies’ situation; A break-up of the euro, or at least a serious political and budgetary crisis in the euro zone. On these issues, investors have to contradict financial markets, which should lead them to expect: A rise in long-term interest rates; A rise in share prices; No deterioration in the credit market; An appreciation of the euro.
Provider
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.
Patrick Artus
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