The resilience of risky assets eroded this week by strong macroeconomic data, persistent bond repricing and sharply higher oil due to geopolitical tensions. The exuberance of recent weeks has, unsurprisingly, generated vulnerability. Next week will be a rich one, with key US inflation data ( March CPI and PPI) and the ECB probably hinting at a 1 st rate cut next June.
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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.