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Investment Managers the Risk of an Overreaction by Central Banks to the Energy Crisis
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Axel Botte Market Consensus (Ostrum AM–Natixis IM) Markets seem to be testing central banks’ determination to curb inflation from the oil crisis. The ghost of 2022 looms over us, but fears are also being expressed that mistakes made in 2011 will be repeated. Iranian attacks on LNG production facilities in Qatar have eliminated 17% of world production. The damage is considerable and reconstruction [...]
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