Global Investment Views - May 2022

Friday 06 May 2022

We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances. In particular:

(1) Inflation expectations – short-term peak vs. long-term rise
(2) Recession risks
(3) Central banks on diverging paths
(4) Earnings – still strong expectations (with regional differences) vs. weak consumer sentiment.

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Looming divergences and the great asset repricing

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