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Subject:

Global Financial Markets

MAGA is increasingly counter-productive

Thursday, 20 February 2025, written by Edward Markus

Uncertainty looms large for businesses and investors as threats of a trade war, Trump’s stance on Ukraine, and a ruthless slashing of U.S. bureaucracy take center stage. Financial markets won’t escape the fallout unscathed.
 

This report is published: Bi-weekly

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Previous reports

High import tariffs ultimately not good for the dollar

Thursday, 06 February 2025

We see the effects of Trump's policies playing out very differently in the short and long term, with significant impacts on, among others, the EUR/USD exchange rate. In this GFM, we explain why.

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Trump's manoeuvres are more cautious than expected

Thursday, 23 January 2025

With many executive orders, Trump has started his second presidential term energetically. However, to the relief of the Fed, Trump has been surprisingly cautious in areas important to the markets (tax cuts and higher import tariffs). Will this continue and what does this mean for interest rates and EUR/USD?
 

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2025 may be a bad year for stock markets

Thursday, 09 January 2025

Markets are showing the first signs of stress. First and foremost in the UK, where bond prices and the pound have weakened significantly. And in the US, the dollar is rising less and less on widening interest rate differentials. Are we at an important tipping point?

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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