Outerblue Convictions - The financial regime cycle is altered: contraction and recovery time

The pandemic outbreak altered the financial regime cycle in place at the end of 2019.

Amundi now expects a contraction (central banks and governments support, recession, rising unemployment) followed by a recovery later in 2021 (economic activity retracing back but below 2019 levels, rising labour costs, cooling down monetary and governments actions), which would eventually land in a late cycle in 2022 (or potentially an asset reflation regime, should Central Banks remain ultra-supportive). 

Listen to the key elements to watch in May in this new market analysis and asset allocation views done by Monica Defend, Global Head of Research.

--

DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.

Hosted on Ausha. See ausha.co/privacy-policy for more information.