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Research on asset allocation, financial markets, geopolitical risks, FX & Interest Rates

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Every week we invest 200 hours in assessing the different arguments and scenario’s put forward by the most respected research houses in the world to present you the most likely medium term outlook for the major markets in just a 20 minute read.

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Eddy's Weekly Market Insight

Saturday, 08 June 2024

Eddy's weekly market insight

In our previous reports, we have mentioned it several times already: Since the beginning of 2022, interest rates in the West have risen at a record pace. Normally, this is enough to cause a rapid slowdown in economic growth, if not a recession. This was also expected by most economists for the second half of 2023. Indeed, growth in Europe has significantly fallen back, but in the US, it averaged around 4% in the second half of 2023. Subsequently, growth in the US declined to about 1.5% in the first quarter of this year, but this was mainly due to a number of one-time factors.

Edward Markus, Founder & Chief Economist

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A great deal of movement, little direction

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