Global Investment Views - October 2021

2021/10/12 Tuesday

Global Investment View

Mounting risks, buying time

Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI). The Fed announced a potential tapering, but the overall approach will be gradual and the 'not enough growth' narrative will remain dominant. We see two mounting risks in the background.

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Global Investment View - October 2021

Update: 2021-10

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