Report
What are the issues that need to be addressed today?
We believe the following points need to be addressed: 1. Is the surge in inflation, particularly in the United States, temporary or permanent? 2. How high will long-term interest rates rise when central banks stop buying bonds? Could there be a debt crisis? 3. What is the remaining upside potential for financial markets, given the outlook for interest rates, earnings and investor behaviour? 4. What is the risk of a deterioration in companies’ financial situation and an increase in defaults? 5. What are the growth prospects after the recovery period (end of 2021, 2022)?
Provider
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.
Patrick Artus
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