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    • Prévisions trimestrielles mondiales - octobre

      We foresee an improvement in the cyclical outlook with a narrowing gap between Advanced and Emerging Economies. At the Central Banks’ level we expect a diverging trends between Fed (tapering) and BOJ/ECB, still very accommodative. EM Central Banks should continue to act to sustain growth/cool inflation. Equities – Overweight. The case for global equities is confirmed by leading Central Banks’ commitment to loose policies and a bias to economic growth when risk factors resurface. A key condition is that core bond yields will remain stable during the Fed’s QE tapering, posing little danger for economic and corporate earnings growth.
    • Prévisions trimestrielles mondiales - avril

      We foresee an improvement in the cyclical outlook with a narrowing gap between Advanced and Emerging Economies. At the Central Banks’ level we expect a diverging trends between Fed (tapering) and BOJ/ECB, still very accommodative. EM Central Banks should continue to act to sustain growth/cool inflation. Equities – Overweight.
    • Prévisions trimestrielles mondiales - juillet

      Our economic outlook is based on a return to growth potential of the global economy, with converging growth rates between developed and emerging countries. Monetary policy is expected to be accommodative, although central banks’ actions will likely not be synchronized. Inflation should also remain contained, with deflation seen as a tail risk event.