Inflation

MARKET UPDATE 16.03.2023
Weekly market update – Staying the course
Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

MARKET UPDATE 09.03.2023
Weekly market update – More policy and inflation complexity ahead
Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

MARKET UPDATE 02.03.2023
Weekly market update – The inflation beast remains unbeaten
Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

MARKET UPDATE 23.02.2023
Weekly market update – Broaden your horizons
One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the...

Long-term asset allocation – A different outlook
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x...

MARKET UPDATE 16.02.2023
Weekly market update – West/East divide
‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the...

Weekly market update – Markets race ahead, riding for a fall?
2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on...

What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris....

MARKET UPDATE 02.02.2023
Weekly market update – False alarm?
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some...

Investment symposium – Macroeconomic themes for 2023
At our annual Investment Symposium, investment teams from across BNP Paris Asset Management debated the macroeconomic themes with the potential...

MARKET UPDATE 26.01.2023
Weekly market update – So many possible scenarios
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors...

FIXED INCOME OUTLOOK Q1
Fixed income outlook - Sticky inflation
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession....