Mid-year outlook 2023: key convictions for H2 2023
Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.