The markets expect a soft landing, but we have a different view

Eddy Markus
Wednesday, 5 April 2023
Eddy Markus

For the time being, we see the economies remaining so strong that wage increases and inflation will decline more slowly than the markets currently assume. This means that we see central banks applying the monetary brake slightly deeper and longer than the markets do. Does this also mean that we are facing a period of surprising movements in equity, bond and currency markets?

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