Croissance, variant Delta et goulets d’étranglement
L’été nous dira à quel rythme les deux facteurs limitant aujourd’hui la croissance – le variant Delta et les goulets d’étranglement – vont pouvoir se résorber. Mais les investisseurs semblent moins intéressés par les questions cycliques, et se demandent déjà quelles thématiques domineront une fois l’accélération économique maximale atteinte.
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