07-Jul-23 07:00

Laurent Lequeu, Head Of Research, Lumen Capital Investors

Financial markets have displayed unexpected resilience despite a slowdown in the global economy, a US regional banking crisis, and a sputtering recovery of the Chinese economy. We speak to Laurent Lequeu, Head Of Research at Lumen Capital Investors on his outlook for the second half of the year, the FOMC minutes of further rate hikes, and the injections of shadow liquidity into the U.S financial system. And is there any other markets to look out for?

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