Natixis - La crise sanitaire risque dâ€™Ãªtre durable aux Ã‰tats-UnisÂ : quelles consÃ©quencesÂ ?

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Natixis

Patrick Artus

La crise sanitaire risque dâ€™Ãªtre durable aux Ã‰tats-UnisÂ : quelles consÃ©quencesÂ ?

Il est probable que la crise sanitaire du Covid va durer plus aux Ã‰tats-Unis quâ€™en Europe ou en Chine, et donc que lâ€™Ã©conomie amÃ©ricaine va Ãªtre plus durablement affectÃ©e que les autres par la crise sanitaire. Il faut donc attendreÂ : une activitÃ© encore faible au 3 Ã¨me tri mestre aux Ã‰tats-Unis Â ; se transmettant au x pays ayant une forte dÃ©pendance vis-Ã -vis des Ã‰tats-Unis Â ; conduisant aux Ã‰tats-Unis au maintien d â€™ une politique budgÃ©taire et d â€™ une politique monÃ©taire expansionnistes Â ; conduisant normalement Ã un recul des entrÃ©es de capitaux aux Ã‰tats-Unis et Ã une dÃ©prÃ©ciation du dollar Â ;Â une crise sociale aux Ã‰tats-Unis.

13/08/2020 6 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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Patrick Artus

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La crise sanitaire risque dâ€™Ãªtre durable aux Ã‰tats-UnisÂ : quelles consÃ©quencesÂ ?

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

Overview of the Asian covered bond market

Consolidation after the euphoria?

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