Stagflation, economic instability and debt sustainability. What are the scenarios for the economy and financial assets?
Lemanik webinar | Maurizio Novelli | 16 March 11 a.m
The outbreak of the Russia-Ukraine crisis is a further factor worsening the post-Covid scenario: following the invasion of the country ordered by Vladimir Putin, the pressure on energy prices for European companies and consumers has increased considerably, indirectly triggering a form of restrictive fiscal policy.
The implications of the sanctions that the Western financial system has decided to adopt against Russia will undoubtedly be felt by the EU economy and all Eastern European countries, with likely severe repercussions on the stock of liquidity in the European monetary system.
Even when the geopolitical escalation recedes, it is clear that the consequences of these developments will remain and are unlikely to be positive for the world economy, which now risks facing a long period of instability.
Given this complex and changing scenario, let us try to answer a few questions:
- What impact will the conflict have on energy prices and stock markets?
- are the economic growth forecasts made at the end of last year still valid? and the forecasts for the growth of profits of listed companies?
- What are the consequences for the US currency?
An in-depth analysis by our Portfolio Manager Maurizio Novelli, introduced by Luca Giovanelli, Institutional Sales at Lemanik.
Wednesday 16 March at 11 a.m. | Registration required at: https://bit.ly/3IvImNS
Meeting reserved for industry professionals only.
Held only in italian.
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