07 June 2022 | 1 min. readingtime
May was not a great month for financial markets, although better than April. Unfortunately, we don’t foresee much relief coming from either inflation or economic growth. Inflation in the eurozone is increasing and becoming more broad based, while it remains high in the US. Central banks are coming under increased pressure to raise rates, which increases recession risks. Meanwhile, China’s economy remains lackluster and we argue that letting go of the zero-covid policy is not as easy as it seems. We think the global economy will remain stuck in this low growth and high inflation environment for the time being. Read the entire review:
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15 March 2022 | 1 min. readingtime
30 May 2022 | 1 min. readingtime
Disappointing economic growth and skyrocketing prices: 2022 looks set to be a typical “stagflation” year.
06 July 2022 | 1 min. readingtime
Across the board, financial markets continued the negative trend of recent months in June, and once again no asset class escaped the slump. This makes the first half of 2022 one of the worst first half of the past 50 years for financial markets.
