With nearly 2 months to go to the year end and an anticipated Q3 earnings season around the corner, Anis Lahlou shares his thoughts on European equities what we should be looking out for next.
The Great Supply Chain Disruption: Policy response or market forces?
By Aperture InvestorsOct 22, 2021
When analyzing the current supply chain crisis, it’s helpful to look at so-called common carrier laws - laws meant to ensure that the business being paid to transport goods/people/data etc. must do so in a way that is agnostic to the thing being transported.
Continuing on with earnings season, Anis Lahlou points out that the buzzword seems to be inflation. With real bond yields sharply negative and potential for inflation to continue ticking up, question is what happens next?
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