Bruno Cavalier

US companies caught between hope and reality

The jobs to be recreated in the US are still in the tens of millions, but optimism is returning. This is abundantly clear in the stock market indices. This is also visible in business surveys, albeit at a lesser degree. It is now established that activity hit its low point in April. Everything that comes after is necessarily better. For all sectors emerging from lockdown, the rally will initially be very strong because lost ground in spending needs to be caught up. But some spend...
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.

Bruno Cavalier

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