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Edward Markus

Founder & Chief Economist

Edward Markus, our Chief Economist, embarked on his journey in the field of economics at the Free University of Amsterdam, where he earned his degree. Following his academic pursuits, Edward dedicated several years to refining his expertise within leading financial institutions across Europe and the United States, excelling in roles as both an investor and analyst. He is renowned for his authoritative macroeconomic analyses of global financial markets, with a special focus on the intricate dynamics of interest rates and currency movements.

Edward's profound insights have not only earned him widespread recognition but also frequent invitations to share his expertise through various media platforms in the Netherlands and internationally. He is a consistent voice in Het Financieele Dagblad, a premier Dutch finance newspaper, and makes regular appearances on Radio 1 and BNR, in addition to contributing to numerous finance-focused blogs. His bilingual fluency in Dutch and English enhances his ability to communicate complex economic concepts clearly and effectively.

Recent Publications

If a recession does not follow, what will?

Thursday, 04 April 2024

U.S. economic data remain quite good and upward pressure on inflation appears to increase. Therefore, the Fed will remain cautious about rate cuts this year, and long-term interest rates may continue to rise in the near term. We see this as the prelude to a stock market correction and more downward pressure on economic growth.

How many rate cuts are in the pipeline?

Thursday, 21 March 2024

In our view, financial markets are assuming too many interest rate cuts and equities have discounted (too) many positive developments. These expectations will be adjusted in the relatively short term, resulting in substantial reversals in several markets.

EUR/USD & GBP hedging perspective

Tuesday, 19 March 2024

The prospect of additional fiscal stimulus just before the UK elections - likely to be held late this year - increases the likelihood that the Bank of England will not only start cutting interest rates later than the ECB, but will do so at a slower pace. For EUR/GBP, this is negative ...

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