Semi-annual outlook video | Whatever it takes, in reverse
In Short
Central banks are on a mission to fight the inflation beast, whatever it takes… but quite in reverse: it is no longer about preventing a recession/deflation or preserving the EA stability, but re-anchoring inflation expectations and restoring credibility, notwithstanding the recession risk. The financial mood will remain gloomy this summer as economic data deteriorates while central banks walk their hawkish talk.
Watch the semi-annual outlook video with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.
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Read our Investment View Q2 2022, released by the Research Team
