- Market movements over the summer
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The outlook for US growth
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An update on inflation and central bank action
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The impact of the US elections
Months
September 2024
4 themes driving markets:
2024_09 - Monthly Market Views-EN Long
4 themes driving markets:
July 2024
4 themes driving markets:
2024_07 - Monthly Market Views-EN
4 themes driving markets:
- Multi-speed global economic growth;
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Inflation likely to slow down;
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Mildly asynchronous central banks;
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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;
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Temporary divergence in central bank actions;
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Corporate earnings in focus;
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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
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ECB rate cut seems at hand
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Global growth encouraging
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Geopolitical risk lingers