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Will Energy Prices and Inflation Destabilise the Economy and Stock Markets?

40 mins.
05 OCTOBER, 2021
análisis macroeconómico
ANALYSTS:
Leopoldo Torralba
Ignacio De la Torre
CATEGORIES:
Macro Global Real Estate Commodities Global AER Global
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Once again, uncertainty is rearing its head. Although the medical crisis seems to be improving significantly, there are serious concerns about the collateral effects of the generalized recovery underway. We are referring to the risk of excessive inflationary acceleration, especially on the cost side of manufacturing processes such as energy, transport, parts, etc.
Could this lead to higher-than-expected interest rate hikes?
Could the rise in interest rates be higher than expected?
What is the real chance of a crisis in China dragged down by its real estate sector?
If so, would it affect only commodities and emerging countries, or also the developed world?

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