Hawkish speeches at Jackson Hole have poured cold water on nascent hopes that policy setters may blink soon amid rising recession risks. Equity valuations and (thus far resilient) earnings will face stiffer headwinds into winter, with a recession in Europe looming amid an energy crunch and higher rates.
Edited by the Generali Insurance Asset Management Macro & Market Research Team
What do investors need to know?
With Italian voters going to the polls this Sunday, Paolo Zanghieri, Senior Economist, and Mauro Valle, Head of Fixed Income, explain what investors may expect in terms of political risk and Italian government bonds in the immediate aftermath and the first few months of the new government.
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