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Subject:

Global Financial Markets

The economies are weakening

Thursday, 25 July 2024, written by Eddy Markus

Are the blows that stock markets took this week the prelude to a prolonged bear market or will central banks help markets recover? And do recent political and market developments require us to adjust our EUR/USD expectations a bit?

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Previous reports

Political developments and public deficits cause for great concern

Thursday, 11 July 2024

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?

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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?

Read more

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