Global Risks 2022

ABOUT US : Collapsed
INVESTMENT STRATEGIES : Collapsed
FINANCING SOLUTIONS : Collapsed
INSIGHTS : Collapsed

Global Risks 2022

DOWNLOAD PDF
Tani Fukui David Heslam David Richter
JAN 27, 2022

We Recommend

Cycle Peaks of 10-Year Yields

Market Frictions and Climate Change: Why the Marketplace Can’t Just Fix it

 

 

 

Introduction

The recovery has so far been an exceptionally rocky one. The strong and largely synchronized rebound of consumer demand has clashed with low inventories and the occasionally COVID- and energy-interrupted production channel, driving supply shortages and sharp price increases.

Despite this, underlying growth dynamics looked strong going into the Omicron wave in late 2021, with economic output largely meeting or exceeding pre-pandemic levels in most developed markets. Looking forward, we expect the recovery to slow overall in 2022 for most countries (an exception being Japan), with growth momentum slowing to around potential rates as H2 progresses.