Skip to main content
Subject:

Global Financial Markets

Excessive optimism in the markets

Tuesday, 27 May 2025, written by Edward Markus

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.
 

This report is published: Bi-weekly

Get access to this report

Get access

Previous reports

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

Monetary policy cannot offset the negative effects of uncertainty

Wednesday, 16 April 2025

Trump’s erratic import tariff policies are fueling uncertainty, slowing the US economy and raising the risk of a recession. Meanwhile, Europe benefits from capital inflows from the US and strong fiscal stimulus, making a recession there unlikely. Dive into our report to see how these shifts are reshaping the global economic landscape and how China fits into this.

Read more

This is our promise to you

  • 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!

  • 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.