Report
US: what exposure to the energy crisis?
The energy crisis, which has thus far been centred on the natural gas market, has not spared the US. Prices have doubled from the average level over the decade preceding the pandemic. At this level, the cost would be 0.3pt of GDP to be borne by the consumer and the additional inflation would be 0.3 points. At first glance, this is not enough to compromise the baseline scenario of a solid economic recovery combined with a transitory overshooting of inflation and to shift to a stag...
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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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