Natixis - Faut-il anticiper une forte dÃ©prÃ©ciation du dollarÂ ?

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Natixis

Patrick Artus

Faut-il anticiper une forte dÃ©prÃ©ciation du dollarÂ ?

Plusieurs mÃ©canismes peuvent effectivement aboutir Ã une forte dÃ©prÃ©ciation du dollar dans le futurÂ : la politique monÃ©taire encore plus expansionniste aux Etats-Unis que dans les autres pays de lâ€™OCDEÂ ; la possibilitÃ© que lâ€™Europe utilise son excÃ©dent dâ€™Ã©pargne pour investir et ne l e prÃªte plus aux Etats-UnisÂ ; les nouvelles politiques Ã©conomique que mettrait en place J. Biden sâ€™il est Ã©lu PrÃ©sident et qui rÃ©duiraient lâ€™attractivitÃ© des Etats-Unis pour les investisseurs (en actions, en entreprises)Â ; lâ€™arrÃªt des sorties de capitaux depuis les pays Ã©mergents.

15/07/2020 5 FR

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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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Analysts

Patrick Artus

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Faut-il anticiper une forte dÃ©prÃ©ciation du dollarÂ ?

Long Bono 01/41 vs. Short Bund 05/41

Overview of the Asian covered bond market

Consolidation after the euphoria?

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