Expert analysis of policy implications, historical market data and contested election scenarios
The global economy is transitioning from the downturn phase of the credit cycle into credit repair.
Admit tedly, consumpt ion has rebounded considerably since mid-May due to pent -up demand as households spent part of the savings they had accumulated during lockdown.
Second wave, recession, trade war, US elections…. Natixis IM Solutions assesses the risk scenarios ahead.