Skip to main content
Subject:

Global Financial Markets

Declining economic growth

Friday, 13 June 2025, written by Eddy Markus

Investors remain optimistic about the outlook for equities and commodities despite all the uncertainty and lower growth expectations. However, a new world order is emerging to which the West must respond but is hampered in doing so by high debt and an aging population, which may force governments and central banks to make choices that will have a major effect on interest rates, currencies, and equities

This report is published: Bi-weekly

Get access to this report

Get access

Previous reports

Excessive optimism in the markets

Tuesday, 27 May 2025

Markets are fairly upbeat about the further development of inflation and trade tensions. However, partly due to the strategic rivalry between the US and China, we expect sentiment to shift in the near future, with significant consequences for, among other asset classes, equities and EUR/USD.
 

Read more

A new world order with far-reaching consequences

Thursday, 15 May 2025

Financial markets reacted very positively to the trade agreements reached by the US so far, especially the one with China. Is this optimism justified or will dark times soon dawn again?
 

Read more

Fears of a recession

Thursday, 01 May 2025

Political and economic uncertainty reigns supreme. Markets grapple with critical questions: Will Washington seal major trade deals? Are America and Europe headed for recession? Will Congress slash taxes? Can central banks counter faltering growth? Our expectations challenge the market’s view on many of these issues.
 

Read more

This is our promise to you

  • Independent

    ECR is privately owned and strictly independent. ECR Research has no investment or trading activities. Our sole aim is to provide you with research and advice to best suit your needs.

  • Time saving

    No nonsense or jargon, but crystal clear and thought-provoking analyses of all that matters. 100+ sources of the world’s leading research condensed into just 20 minutes of reading time for you!

  • Value for money

    ECR offers a high-quality service at just a fraction of the cost of alternative, in-house and external, research solutions. We guarantee that you will find a subscription package that suits you!