PANORAMA – November 2020

Light at the end of the Covid tunnel

The uncertainties that had piled up after the summer have been wiped out in just a matter of days: the outcome of the US presidential election points to an encouragingly moderate scenario and, above all, it looks like we will soon get the better of Covid-19! The markets have been quick to price all of this in. We have yet to see whether this new state of affairs will adjust the balance established in recent months… Will the central banks continue to prop up the markets with unlimited resources? Will fiscal policies remain expansionary? Having generally rallied together given the urgency of the situation, will European countries remain united once the crisis is over?

So we still have some unanswered questions, but visibility on the whole has improved.

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