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EMA2024

Edward Markus

Founder & Chief Economist

After graduating in Economics at the Free University of Amsterdam, Eddy Markus spent a number of years honing his skills at some of the foremost financial institutions in Europe and USA as both a professional investor and an analyst. As well as his oft published macro views on the global financial markets, he developed a reputation for insightful observations on interest rate and currency developments in particular. Eddy is frequently invited to talk in various media outlets, both in the Netherlands and abroad. He is a regular contributor to both the Dutch finance daily Het Financieele Dagblad, the radio stations Radio 1 and BNR and various blogs. Eddy is fluent in Dutch and English.

Recent Publications

Dollar may strengthen further against euro and yuan

Monday, 26 February 2024

Many investors stake their hopes on surging productivity growth to support economic growth while keeping inflation in check, enabling central banks to cut rates. However, many experts doubt whether productivity will growth as rapidly as some are expecting. If so, the Fed will cut interest rates more slowly than the markets currently expect and this could support the dollar for a while longer.

Productivity growth is crucial now

Thursday, 22 February 2024
U.S. growth has been surprisingly high. Whether this continues depends largely on productivity gains. Many believe AI will boost productivity and keep economic growth high. How likely is this and what other forces will drive the global economy in the near future?

EUR/USD & GBP hedging perspective

Tuesday, 20 February 2024

The ECB wants to keep interest rates high for a while longer because wages are rising sharply. However, growth has declined so much that it is highly questionable whether the ECB can delay lowering interest rates for much longer. We see the ECB raising interest rates earlier than the Fed and therefore we also expect a further decline in EUR/USD....

Colleagues

Arian Ververs

Managing Director
AVE2024

Maria Thorvardardottir

Sales Director
MTH2024

Edward Markus

Founder & Chief Economist
EMA2024

Maarten Spek

Global Macro & Investment Strategist
MSP2024

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