What’s happening on the markets? Which major trends are emerging? To help you better understand the issues and keep abreast of the news, the Financial offers you its Financial Panorama.
Prepared by our investment team,the Financial Panorama presents a comprehensive monthly overview of the key developments that are likely to affect the markets.
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Financial panoramaInflation again, and Ukraine…
During these turbulent times, we are diligently pursuing the mandate you entrusted to us:
sound and effective management of your wealth. Our goal is to free you from financial
concerns at such a humanly difficult and troubling time. -
Financial panoramaKey rate hikes in sight
The first month of the year was difficult, both for bond yields and for equity markets, which experienced very high volatility.
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Financial panoramaThe Fed, inflation and a new variant
Jerome Powell was reappointed as head of the U.S. Federal Reserve (Fed), which was viewed positively by the markets. The markets reacted negatively, however, to Mr. Powell’s statement that inflation is no longer transitory, as well as to the emergence of the Omicron variant in many parts of the world.
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Financial panoramaThe evolving meaning of “transitory”
During October, signs of inflation intensified. Where things get a bit sticky, however, is the duration implied by the word "transitory."
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Financial panoramaThe Fed changes course
The Fed is expected to reduce its monthly bond purchases in November: at least that’s what came out of the Jackson Hole meeting in September.