Portfolio Advisor Kevin Thozet talks to our Chief Economist Raphaël Gallardo about his global scenario for the upcoming months, highlighting the disappointment of China's post-Covid recovery and the surprising resilience of the US economy.
“Regarding cyclical factors, we can say the inflationary spiral from 2022 is over, but we haven’t yet reached the 2% target. Regarding structural factors, we’re entering an era where inflation will be structurally higher.”
- Raphaël Gallardo, Chief Economist
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Strategie-update • 20 oktober 2025 • Nederlands
