Monetary policy nears peak
@Robert J. Teuwissen:
Although the global economy is performing better than the market expected, the banking crisis will cause the monetary policy to peak soon. This is good news for financial markets, which nevertheless are still fully expecting a recession. Interest rate curves are still inverted and the stock market is reckoning with falling profits. In addition to the war in Ukraine, investors must also take into account inflation, high energy prices, and geopolitical turbulence. Taken together, this makes for a complex and dangerous environment that can therefore be potentially very lucrative for investors. At the end of last year, the consensus was still counting on recessions in the United States and Western Europe. The past quarter has shown that all the major countries in the global economy - the Unite