Europe Macro & Geopolitical Commentary – May 20, 2022

Leo Nelissen | May 20th, 2022

The SNB is concerned about inflation, causing the franc to strengthen. This could add additional weakness to stocks given the SNB’s massive investments. Speaking of central banks, if monetarists are right, we could be looking at significant growth slowing as liquidity is being drained at a fast pace. We also cover the impact of ESG […]
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