BILBoard May 2022 – A bumpy ride but with some shock absorbers still intact

May 06, 2022

By now the majority of us have felt the sting of rising prices first-hand. Central banks are under increasing pressure to prevent inflation from becoming entrenched in expectations and the creation of a self-fulfilling feedback loop. Despite the inflationary environment (which was prevalent well before the conflict in Ukraine) and rising rates, corporate margins are yet to be meaningfully impacted. In fact, analysts currently expect that the ongoing Q1 earnings season should be the weakest of 2022, and insofar, it has exceeded expectations on both sides of the Atlantic. Read more…

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Author: Group Investment Office