Report
What is really and permanently different after the COVID crisis?
The COVID crisis has had many transitory effects on activity, especially in the most affected sectors, consumption and savings, employment, earnings, etc. But in this Flash we seek to identify the permanent and significant effects of the COVID crisis, which are not so numerous. They are probably: Working from home, which has significant effects on productivity, corporate organisation, investment in new technologies, town planning, retail, etc.; The situation of the automotive sector, if we accept the idea that the COVID crisis has led to an acceleration in the energy transition; The deterioration in public finances, which continues due to the emergence of new public spending needs, hence the need to keep interest rates low; The existence of extremely abundant liquidity that may lead to a lasting asset price bubble and a speculation economy; The scarcity of a number of goods.
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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.
Patrick Artus
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