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Research partnership with Ceres and Bluerisk
Omicron and inflation have hit markets. But they probably won’t change the economic outlook much. We con-tinue to believe a good year for the markets lies ahead.
The global economy should grow above potential in 2022, with inflation worries proving worse than inflation itself. Declining monetary support could unsettle markets, however.
All forecasts at a glance
Some markets have been correcting since September, as inflation could turn out higher and growth lower than hoped. But even then, the markets may have some scope to advance.
By: Martin Moryson
Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.
By: Elke Speidel-Walz
A more complex relationship with a global impact
More open than ever – But what will markets make of it?
By: Francesco Curto, Jason Chen
Mid-July turbulences as well as several flareups in emerging markets provide a reminder of the need for vigilant patience.
By: Francesco Curto, Colin McKenzie
Higher rates driven by higher growth expectations should be broadly positive for equity markets (especially at the cyclical end).
By: Darwei Kung
An OPEC+ agreement – finally
June was quite positive for the markets. Vaccination progress and good data coincided with reduced concerns about inflation. But the upswing is likely to lose momentum.
