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Subject:

Global Financial Markets

Political developments and public deficits cause for great concern

Thursday, 11 July 2024, written by Eddy Markus

Political uncertainty and high government deficits and debts are a dangerous combination for equities and other riskier assets. Will a turnaround to a risk-off environment take place soon?

This report is published: Bi-weekly

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Previous reports

Politics will play a more important role

Thursday, 27 June 2024

The general expectation is that after the rapid rise in interest rates in 2022 and 2023, economic growth and inflation in the West will (further) slow. The only question is how much and at what rate.
 

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A shift to the right / populism

Thursday, 13 June 2024

Have the European election results, the better-than-expected U.S. inflation data and the cautious Fed changed our outlook for EUR/USD and equity and bond markets?

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On the eve of a turning point?

Thursday, 30 May 2024

In our preferred scenario, growth and inflation remain too high until the end of 2024 for central banks to lower interest rates by more than once or twice by 0.25 percentage points this year. Does this mean the outlook for equities and other risky assets is dim?
 

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