Report
Bruno Cavalier

On trade uncertainty

The raising of customs barriers between the US and China is negative for the trading volumes between both countries and their respective activity rates. But the direct macroeconomic impact is generally held to be low and the global economy is not likely to tip into recession as a result. However, anxiety pertaining to trade issues is now all-pervasive in the debate on economic policy. This is an uncertainty shock whose intensity according to certain (not all) metrics is considera...
Provider
Oddo BHF
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.

Analysts
Bruno Cavalier

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