Skip to main content

Global Financial Markets

Political developments and public deficits cause for great concern

Thursday, 11 July 2024, written by Eddy Markus

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?

This report is published: Bi-weekly

Get access to this report

Get access

Previous reports

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.

Read more

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

On the eve of a turning point?

Thursday, 30 May 2024

In our preferred scenario, growth and inflation remain too high until the end of 2024 for central banks to lower interest rates by more than once or twice by 0.25 percentage points this year. Does this mean the outlook for equities and other risky assets is dim?

Read more

A Word From Our Chief Economist

We strive to offer a clever research solution for time-pressed decision makers. A one-stop-shop that allows you to spend more time with your clients and on your other core activities. No one is short on information, but the challenge is how to form a solid, well founded opinion in the shortest possible time.

In this short video our Chief Economist & Founder, Eddy Markus, will tell you about his research philosophy which is the backbone to our concept and our flagship report, Global Financial Markets.


Why do professionals work with us?

  • 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.

  • 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!

Get started with your complimentary trial!

Request a free trial to access all publications on our research platform for 40-days, without any obligation!

Request free access