Positive signs on inflation should not be ignored.
Overall, the trends noted throughout 2022 continued in December, with volatility, doubts and uncertainty again dominating.
Global economic turmoil and the challenge of optimal resource allocation.
Main goal of economy unchanged.
Investors still can’t look beyond the short term.
October was no different from the rest of 2022 for financial markets, with erratic movements in interest rates and on the main stock exchanges.
Oil price jumped just after the attempted invasion of Ukraine by Russia. It stayed at a historic high level until the beginning of the Summer. Since then, mainly due to the anticipation of a slowdown of demand in oil in the coming months by the Energy International Agency (EIA), the oil price went down. It has reached a level below USD 80 per barrel, just before OPEC+ set to reduce output from November.
Currency volatility further complicates the situation.
The return from the summer break has in no way meant a return to tranquility for investors (to say the least!). This has mainly been because of renewed weakness on the bond markets and geopolitical uncertainties that show no signs of diminishing.
Solar segment growth has picked up since 2019/20 and should clearly accelerate, and not only in Europe, because of the Energy crisis due to the Russian Gas crisis.
Feeling the effects of another shift in investor psychology.
We have grown accustomed to swift and substantial changes in investor sentiment over the past nine months, both on the economic front and with respect to financial markets.
(Bloomberg) — Sentiment toward China’s frayed financial markets looks to be on its last legs with rebounds that don’t last, inflows that don’t stick and vows of more action from Beijing that keep falling flat.
