Our macroeconomic scenario - May 2023

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US recession, Chinese recovery, the situation in the eurozone: listen to Apolline Menut, Economist at Carmignac, present our short and medium-term market views.

"In the short term, we are more positive than the consensus and believe that the eurozone should avoid a recession."

- Apolline Menut, Economist

Carmignac’s Note

Investment adages to explain equity markets today and not worry (too much) about the future

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