Oddo BHF - US : hausse du risque récessif

Report

Oddo BHF

Bruno Cavalier

US : hausse du risque récessif

Jusqu’au T1, l’économie US avançait plus vite que son potentiel estimé. Tel pourrait être une analyse superficielle de la situation récente. Sous la surface toutefois, les signes de fragilité se multiplient. Le choc d’incertitude provoqué par la faillite de SVB semble avoir été endigué par l’intervention de la Fed mais les banques, inquiètes sur leur liquidité, vont inévitablement resserrer le crédit, ce qui pèsera sur les rythmes d’activité et apaisera les tensions inflationnist...

21/04/2023 1 FR

Provider

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.

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Analysts

Bruno Cavalier

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US : hausse du risque récessif

R&S Group : Valuation of the transformer pure play has become attractive again

Basic-Fit N.V. : Acquisition of franchise platform Clever Fit

Credit Morning 10/27/2025

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