Oddo BHF - US: should we fear a return of inflation?

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Oddo BHF

Bruno Cavalier

US: should we fear a return of inflation?

The risk of a slide back into recession was the major question of 2019. All told: this triggered more fear than damage. For 2020, will the change of theme not prompt investors to worry about a rebound in inflation? Inflationary forces remain contained in the US, but point upwards due to geopolitical tensions (oil risk), low unemployment (wage risk), further expansion of the Fedâ€™s balance sheet (monetary risk), trade war (tariff risk). In addition, what Donald Trump wants more tha...

09/01/2020 6 EN

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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.

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Analysts

Bruno Cavalier

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US: should we fear a return of inflation?

Carlsberg : A beer with a twist - Coverage initiated at Outperform and DKK 985 TP

Lufthansa : Improvement in profitability expected but CMD targets seem optimistic

Lufthansa : Improvement in profitability expected but CMD targets seem optimistic

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