Research insights

Découvrez le point de vue de nos experts, des films d’animation et le fonctionnement des services bancaires grâce à des vidéos éducatives

Par Stephen Gallagher, économiste en chef et responsable de la recherche, Société Générale Amériques (AMER).

The oil outlook has improved considerably over the last few months and much of the success in reducing the massive volatility and creating the stabilization of prices is down to OPEC+ being extremely effective in managing supply to balance the market.

Reports of an imminent, and highly effective, vaccine against COVID-19 point to much stronger commodity demand. Once there is more information available on the vaccine, the base forecasts will be reviewed.

In their 2020 Outlook report, our credit analysts warned that investors faced “A tale of two scenarios.”

The market consensus has turned overwhelmingly bullish recently, as a growth recovery plus ample liquidity presumably creates a rising tide that lifts all boats, including EM assets.

Emerging market central banks and fiscal authorities have delivered unprecedented amounts of policy stimulus this year, but scope for further policy accommodation may be dwindling.

Air pollution affects everyone and almost every living thing: children, adults and even babies in the womb.

With its European Green Deal, the EU has set itself the very ambitious goal of becoming the first climate neutral continent.