Monthly Market Views - Archive

On this page you will find the previous editions of the Monthly Market Views.

weekly-market-review-financial-analyst-analyzing-market-insights

September 2024

4 themes driving markets:

2024_09 - Monthly Market Views-EN Long

4 themes driving markets:

  • Market movements over the summer
  • The outlook for US growth

  • An update on inflation and central bank action

  • The impact of the US elections

July 2024

4 themes driving markets:

2024_07 - Monthly Market Views-EN

4 themes driving markets:

  • Multi-speed global economic growth;
  • Inflation likely to slow down;

  • Mildly asynchronous central banks;

  • Domestic politics and international geopolitics. 

June 2024

4 themes driving markets:

2024_06 - Monthly Market Views-EN Long

4 themes driving markets:

  • Economic outlook marginally improving;
  • Temporary divergence in central bank actions;

  • Corporate earnings in focus;

  • Geopolitical tensions to persist.

May 2024

4 themes driving markets:

2024_05 - Monthly Market Views-ENG

4 themes driving markets:

  • Fed (still) waiting on inflation

  • ECB rate cut seems at hand

  • Global growth encouraging

  • Geopolitical risk lingers