When share prices fall in a crisis, with what profile do they recover in relation to the economic cycle?
Share prices have collapsed as a result of the coronavirus crisis . But this crisis is likely to be quite short. We look at past recessions in the United States and the euro zone to examine the pattern of the share price recovery: at what point in the economic and monetary cycle do they occur? We see that the share price recovery takes place: From the moment growth bottoms out (April 2020?) After the fall in interest rates.
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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.