2023 Investment Outlook - Some light for investors after the...
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The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.5 to 10 minutes
After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.5 to 10 minutes
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.5 to 10 minutes
Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.5 to 10 minutes
Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies.> 10 minutes
The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and what are the investment implications.> 10 minutes
In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between monetary and budgetary policies.> 10 minutes
After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central Banks committing to tame inflation, puts the delicate fiscal and monetary equilibrium under the spotlight.5 to 10 minutes
As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere established customs and trends seem less secure.> 10 minutes
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