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Subject:

Global Financial Markets

Public deficits are becoming increasingly problematic

Thursday, 03 October 2024, written by Eddy Markus

Two major consensus expectations now prevail in financial markets that we do not share.

This report is published: Bi-weekly

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Previous reports

A soft landing with prolonged low growth

Thursday, 19 September 2024

Financial markets - especially equities - reacted positively to the Fed's first rate cut in four years. How long will the optimism last?
 

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Low growth and high public deficits

Thursday, 05 September 2024

We think the markets are off with their expectations of the degree of growth softening and the amount and pace of interest rate cuts by the Fed in particular. This means we could see some surprises in financial markets in the near future. 

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From soft landing to soft economy

Thursday, 22 August 2024

We suspect that financial markets will be disappointed by what the Fed has in store during the remainder of 2024 in terms of rate cuts. For the ECB, more or less the opposite is true. This will cause volatility in FX and other markets.
 

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