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Amundi's Key Convictions: Navigating the Regime Shift
Friday 12 November 2021
Amundi Convictions
Since the beginning of the summer, we have seen significant repricing in various energy and related commodities. While there are many interconnected factors at play, the catalyst was strong global electricity demand.
We believe current supply pressure could affect economic growth through a pass-through to inflation. But a shift to a long-term high price for oil seems unlikely for the time being.
Since the beginning of the summer, we have seen significant repricing in various energy and related commodities.