Detecting Tipping Points

Amundi
By March 20, 2020 16:11

Detecting Tipping Points

Asset classes views: Medium to long-term scenarios and return forecasts

Detecting tipping points, while fixing climbing nails

Central scenario: late cycle to continue and to be followed by a correction in the medium term.
We enter 2020 with the conviction that at this stage a slowdown is in the nature of the cycle. However, there are some specific features that characterise it as a peculiar late cycle regime when referred to inflation levels compared to tight labour market conditions, central banks’ stance, yield curve inversion, risk asset returns, repressed volatility levels. When compared to 2019, we have not …

Amundi
By March 20, 2020 16:11

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