Natixis - Timing issues

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Natixis

Jesus Castillo

Timing issues

The main sources of concern today can be summed up in just one question: how long? How long will the war in Ukraine last, how long will commodity prices continue to rise, how long will inflation persist? If these phenomena set in for the long term, time will become murderous: increase in the number of war victims (killed and refugees), speed of the energy transition in order to limit the rise in temperatures, loss of purchasing power and impoverishment of people with the lowest income. Only a correct assessment of this timing will make it possible to make the right decisions on foreign, monetary, and economic policies.

10/03/2022 1 EN

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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

Jesus Castillo

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Timing issues

Fine-tuning our Fed Call: No need to skip October

Labor market treads water in a choppy sea

Euro area April flash inflation: core inflation unexpectedly rose in April

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