Report
Patrick Artus

What are the important debates for financial markets?

Several profound academic debates are now very important for financial markets. These are: An analysis of the effects of a recession on subsequent long-term growth: "Roaring twenties" or loss of potential growth? A debate on whether or not the Phillips curve will return, and therefore on whether or not a policy of strong demand stimulus has an inflationary effect; A debate on the origin of the fall in long-term interest rates: expansionary monetary policies or excess global savings? So, should we or should we not be concerned about rising interest rates and high debt levels? A debate on the nature of money: transaction money, in which case monetary expansion leads to inflation, or investment money, in which case it leads to a rise in asset prices? An analysis of the effects of stimulation of domestic demand on the exchange rate, which is key to forecasting the dollar's exchange rate .
Provider
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.

 

Analysts
Patrick Artus

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