Report
What the financial markets are not expecting
We believe the financial markets are currently mistaken in not expecting three developments: The gradual return of inflation, which is likely to drive up long-term inflation expectations and very-long-term interest rates; The election of Joe Biden in the United States, which is likely to drive up expected inflation and push down share prices and the dollar; A depreciation of the dollar, which is likely to further widen the spread between dollar and euro interest rates.
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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