Part 5 : is faster inflation for 2020 being under-estimated?
Markets appear to be under-estimating the risk of US inflation …
Category: Economic outlook
Market outlook S1 2020 | How much upside in risky assets after their stellar 2019?
Part 4 : how much upside in risky assets after their stellar 2019?
Equities enjoyed an excellent year with momentum …
Economic outlook S1 2020 | How much longer can the current cycle continue? The US holds the key
Part 3 : How much longer can the current cycle continue? The US holds the key
As the gradual recovery …
Economic outlook S1 2020 | Signs of recovering growth
Part 2 : signs of recovering growth
Following sharp falls since the start of the US-China trade tensions, the global …
Economic outlook S1 2020 | Uncertainties likely to dissipate
Part 1 : uncertainties likely to dissipate
The uncertainty surrounding the US-China trade war and Brexit will be less of …
Macroeconomic focus – December 2019
Stabilisation of activities
Q3 growth was confirmed at +0.9%, annualised, after +0.7% in Q2. The data suggest that private and …
