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Global economic perspectives – Effects of the Corona crisis on world trade
The Corona crisis affects all of us. As a specialist in International Business we would like to examine the effects on the global economy and on world trade.
We are pleased to invite you to our International Banking Webinar.
Our chief economist Bruno Cavalier will give you a closer look at the various measures taken by governments and central banks, the effects on economies and the different scenarios for recovery.
„Global economic perspectives – Effects of the Corona crisis on world trade”
Thursday, June 4th, 13:00 h - 14:00 h CET
Speaker:
Bruno Cavalier
Chrief Economist of ODDO BHF Group
Moderator:
Florian Witt
Divisional Head of International Banking and Corporate Banking
Please register for this webinar by clicking on the registration button below. Before the event you will receive a link for joining the meeting.
Our news
The moment of truth for public debt
Economic crises leave a legacy of high public debt. Expansion phases should be used as an opportunity by governments to reduce their debt and rebuild some headroom in their public finances. This is easier said than done. Let’s look at what happened after the last two major crises.
The end of the American dream?
We must confess that we have a strategic "bias" in favor of the US market. The past 15 years proves us quite right. Since the end of the 2007-2008 Financial Crisis, Europe has outperformed for only 27 months, or just over 2 years. This structural outperformance of the US vs. Europe is mainly explained by a more robust EPS dynamic in the US.
Myths and realities
Large-cap growth stocks are once again driving the market, especially in the US where the “Magnificent Seven”, except for Tesla, dominate S&P 500 gains in 2024. US tech stocks continue to stand out, outperforming the S&P 500 by 7.4% since October 2023.