Global Macro - In a post-Covid scenario complicated by geopolitical pressures we are well-positioned to gain!
The post-Covid scenario has become even more complicated now that geopolitical pressures have come into play. Energy prices will continue to drive inflation, which at this point risks triggering an energy shock that could send the world economy into a tailspin. The macroeconomic picture is therefore heading for a scenario worse than the one predicted at the end of 2021, and the world economy will face serious problems in maintaining economic growth in 2022.
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