deflationaryinflation
Eurizon Asset Management investment view for the month ended July 2021, discussing the four factors that are acting as headwinds. Q2 2021 hedge fund letters, conferences and more ScenarioLong-term yields in the US and Germany dropped significantly from the highs hit a few months ago, raising questions among investors on the solidity of the economic recovery. There are at least four factors that are acting as headwinds: the reacceleration of Covid infections, the reduction of purchasing power caused by inflation, the tightening of financial conditions in China, and the prospect of a less accomm...
ValueWalk
Eurizon Asset Management investment view for the month ended June 2021, discussing deflationary inflation. Q2 2021 hedge fund letters, conferences and more ScenarioThe most important recent development has been the change in the tones used by the Federal Reserve, that now expects to hike rates in 2023 and no longer in 2024. The change had already been priced in By Fed Funds futures, and therefore generated limited volatility on the markets. In the run-up to the stimulus removal measures (the tapering of QE will presumably start early in 2022, interest rate hikes in 2023) it will be important t...
ValueWalk
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