Report
A review of 2023 macro themes
How fast will consumer price inflation ease in 2023? How strongly will the Chinese economy rebound after the sudden exit from its zero-Covid policy? Can the US still avert a recession? And what about Europe? Can central banks still surprise us again after the restrictive policy turn they took last year? These are the key questions that will shape the macroeconomic environment this year. We will shed a little light on them in this note, while hoping that in 2023, unlike in 2020 (p...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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