2024/02/06
Global Investment View
Global Investment Views - February 2024
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- A (stag?)flationary tantrum: assessing the current market sell-off
A (stag?)flationary tantrum: assessing the current market sell-off
2022/07/19 Tuesday
A (stag?)flationary tantrum: assessing the current market sell-off
We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.
