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Category: Economic outlook

Market outlook S2 2021 | Equity Markets

Market outlook S2 2021 | Equity Markets

Part 1 : an increase driven by earnings forecasts

Equity markets have risen sharply since the beginning of the year, …

Posted on 5 October 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, earnings forecasts, Emerging markets, equity markets, risk-free bonds
Market outlook S2 2021 | Bond Markets

Market outlook S2 2021 | Bond Markets

Part 1 : toward a reduction in the Fed’s support, the ECB’s continuation

After the sharp rise in yields seen …

Posted on 5 October 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags bond markets, central banks, ECB, Fed, tapering, yields
Economic outlook S2 2021

Economic outlook S2 2021

Part 1 : what is the trajectory after the growth peak?

Q2 GDP growth has reached one of the highest …

Posted on 5 October 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags Euro zone, europe, GDP, growth peak, inflation, Labor market, unemployment rate, United States
Macroeconomic focus – July 2021

Macroeconomic focus – July 2021

The ECB concludes its strategy review

The ECB[2] has concluded its strategy review and presented its conclusions. The former …

Posted on 29 July 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, ECB, economy, eurozone, growth, recovery, United States
Macroeconomic focus – June 2021

Macroeconomic focus – June 2021

A strong economic rebound looks likely

First-quarter growth was revised upwards to -1.3% from the previous estimate of -2.5%, which …

Posted on 5 July 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, economy, eurozone, growth, recovery, United States
Macroeconomic focus – May 2021

Macroeconomic focus – May 2021

Towards an economic recovery

First-quarter 2021 growth numbers are still reflecting the impact of health restrictions across the eurozone. [1]…

Posted on 1 June 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, economy, eurozone, growth, recovery, United States

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