Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
macroeconomics
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Destatis: Inflation picks up across Germany
The number of unemployed people across the country also rose by 82,100 in July
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McKinsey Global Institute: Europe’s investment pulse ‘too low’
Net investment has remained low since the global financial crisis
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The European Central Bank holds rates: Will we still see two more cuts this year?
Markets were assigning a 92% probability of the ECB holding rates prior to today’s meeting
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy