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Subject:

Global Financial Markets

2025 may be a bad year for stock markets

Thursday, 09 January 2025, written by Eddy Markus

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?

This report is published: Bi-weekly

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Previous reports

Will billionaires make America great?

Thursday, 12 December 2024

How long can the optimism reflected in many financial markets last given the ever-increasing tensions caused by the dichotomy in American and many other societies, far too much debt and the already sky-high valuations for many stocks and real estate?    

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Trump’s priorities are growth and China

Thursday, 28 November 2024

The major uncertainties for the time ahead are what plans Trump really wants to implement, and whether he will succeed; how the Fed handles the changing political landscape and whether AI will boost (productivity) growth.

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Heightened uncertainty about the future

Thursday, 14 November 2024

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.
 

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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