Global Investment Views - July

Wednesday 06 July 2022

Dramatic price action has taken place over the past weeks in equities and bonds, following hot inflation prints, central bank (CB) actions and rising concerns over economic growth. These events are a reminder of the regime shift, in which we are witnessing the resurgence of stagflationary risks and central banks trying to assert their credibility. Going forward, growth, inflation and central banks’ policies will continue to drive markets:

  • Growth
  • Inflation – not yet at the peak, with different drivers in the US and Europe
  • Central banks have the difficult task of restoring their credibility

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Play the desynchronization of the cycle

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