Skip to main content
Subject:

Global Financial Markets

At the root of it all: excessive public debt

Thursday, 10 July 2025, written by Eddy Markus

The elevated risk of trade wars, ongoing geopolitical tensions and increased political pressure on the Fed to cut interest rates have a common cause; the sharply deteriorating outlook for public finances. Solutions to this exist, but are very difficult politically. Therefore, short-term solutions will mainly be sought that will set the scene for financial markets for some time to come. What can we expect in the coming quarters?

This report is published: Bi-weekly

Get access to this report

Get access

Previous reports

Market movements coming to an end

Thursday, 26 June 2025

Various forces are currently pressuring the dollar, interest rates, and gold prices downward, while supporting elevated stock prices. This trend may persist in the short term, but we expect a reversal soon due to several factors.

Read more

Declining economic growth

Friday, 13 June 2025

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

Read more

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

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!