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Category: Economic outlook

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?

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

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?

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

Economic outlook S1 2021 | What impact is the crisis having?

Part 2 : What impact is the crisis having?

The main challenge for the authorities at the moment is to …

Posted on 25 February 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags bankruptcies, investment, savings, unemployment

Economic outlook S1 2021 | Short-term activity still dependent on health restrictions

Part 1 : Short-term activity still dependent on health restrictions

This winter’s COVID-19 resurgence across Western countries is leading to …

Posted on 25 February 20218 February 2023Author Lazard Freres GestionCategories Economic outlookTags COVID-19, economy, lockdown, vaccine

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