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Category: Economic outlook

Macroeconomic focus – April 2021

Macroeconomic focus – April 2021

Signs of recovery

A breakdown of eurozone fourth-quarter 2020 [1]GDP shows that renewed health restrictions primarily hit household consumption …

Posted on 3 May 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, economy, eurozone, growth, recovery, United States
Macroeconomic focus – March 2021

Macroeconomic focus – March 2021

Tighter health restrictions

While some countries such as the United States are reopening their economies, business in the Eurozone remains …

Posted on 30 March 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, eurozone, GDP, growth, PMI, recovery, United States
Macroeconomic focus – February 2021

Macroeconomic focus – February 2021

A better-than-expected autumn and a tough winter

Fourth quarter 2020 growth numbers came out better than expected. The virus resurgence …

Posted on 4 March 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags china, eurozone, GDP, growth, PMI, recovery, United States
Market outlook S1 2021 | Equity markets: set to rise further?

Market outlook S1 2021 | Equity markets: set to rise further?

Part 5 : Equity markets: set to rise further?

High risk premia on equities should enable these assets to perform …

Posted on 25 February 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags equities, raw materials, risks, value
Market outlook S1 2021 | Bond markets: higher US long-term rates and central bank support for credit

Market outlook S1 2021 | Bond markets: higher US long-term rates and central bank support for credit

Part 4 : Bond markets: higher US long-term rates and central bank support for credit

The consensus expectation is that …

Posted on 25 February 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags central banks, long-term rates, short-dated securities
Economic outlook S1 2021 | Towards a stronger-than-expected economic rebound?

Economic outlook S1 2021 | Towards a stronger-than-expected economic rebound?

Part 3 : Towards a stronger-than-expected economic rebound?

Monetary and fiscal support will remain significant factors over the next twelve …

Posted on 25 February 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags central banks, GDP, growth, inflation

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