Skip to main content
Subject:

Global Financial Markets

Heightened uncertainty about the future

Thursday, 14 November 2024, written by Edward Markus

The Republican clean election sweep will bring big changes, and tensions with China but also Europe could quickly escalate, culminating in a trade war. These and other developments will lead to large swings in FX, interest rate and stock markets, among others.
 

This report is published: Bi-weekly

Get access to this report

Get access

Previous reports

US election result will be crucial

Thursday, 31 October 2024

A new era is dawning for investors and companies, characterized by large government deficits, relatively high interest rates, major geopolitical tensions, a move toward a trade war and relatively low economic growth. What does this mean for different asset markets?

-> See below details on our upcoming webinar covering the US election outcome!
 

English Nederlands Deutsch

Markets are increasing expectations of a Republican Victory

Thursday, 17 October 2024

Markets are increasingly discounting a clean sweep by the Republicans (laying claim to the White House and both houses of Congress). Whatever the election outcome, the impact on financial markets will be substantial.
 

English Nederlands Deutsch

Public deficits are becoming increasingly problematic

Thursday, 03 October 2024

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

English Nederlands Deutsch

Watch the replay!

If you missed our recent webinar, "Insights from the US Election: Implications for Global Financial Markets," you can catch the replay below.

Date: Tuesday, 12th November, 12:00 CET
Speaker: Chief Economist, Eddy Markus

In this session, Eddy shares his in-depth analysis of the US election results and their expected impact on key global financial markets. Having gathered unique insights directly from Washington, D.C., Eddy offers an insider’s perspective on what lies ahead for investors and financial leaders. Don’t miss this valuable recap!

Replay Webinar