Report
Bruno Cavalier

Why are we not already in a recession?

How much economic growth has to be sacrificed to bring down inflation? This is the problem preoccupying central bankers across the world. One of the few exceptions is China, where the challenge is more to loosen monetary policy without rekindling credit bubbles. Resolving this problem requires surmounting three interrelated difficulties. The first relates to the hybrid nature of the inflation shock, due in part to a supply-side constraint (effects of the pandemic, lockdowns and t...
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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