LFI

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…

Dong Chen, Head of Asia Macroeconomic Research Pictet Wealth Management. Most indicators for Chinese economic activities in October continued to improve. Growth in nominal retail sales rose further to 7.6% y-o-y in September, up from 5.5% in September and slightly above market consensus of 7.3% . This higher-than-expected…

Out of the chaos come heroes Yanxiu Gu, Spécialiste produits, actions chinoises ODDO BHF AM. " The technology race between China and the US is not going to end any time soon. But investors may miss good opportunities by turning away from these stocks" US RESTRICTIONS…

Xiao Cui, Senior Economist - Pictet Wealth Management. Core CPI came in weaker than consensus expectation, increasing 0.227% MoM (consensus: 0.3%). This is a step down from its 0.32% MoM print last month. The YoY reading fell further to 4.0% from 4.1%. Core inflation is headed…

The conflict in the Middle East threatens to further destabilise the economy and financial markets. As a result, we remain neutral stocks and overweight bonds. Luca Paolini, Chief Strategist at Pictet Asset Management. Asset allocation: geopolitical vulnerabilities Just as the markets had started taking the…