Monthly Market Views - Archive

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

Financial analyst analyzing market insights

December 2024

4 themes driving markets:

2024_12 - Monthly Market Views-EN Long

4 themes driving markets:

  • Fed to reassess policy easing speed and timing;

  • New policies could stimulate short term US growth; 

  • Europe balancing fiscal rules with productivity investments; 

  • China signals expansionary measures amid tariff concerns. 

November 2024

4 themes driving markets:

2024_11 - Monthly Market Views-EN Long

4 themes driving markets:

  • Inflation remains on a downward path
  • US economy is linked with consumption and labour markets
  • Fiscal policies getting increasingly important
  • Chinese measures show positive intention

October 2024

4 themes driving markets:

2024_10 - Monthly Market Views-EN Long

4 themes driving markets:

  • Central banks’ policies

  • Market focus shifting to economic growth

  • Politics and fiscal policies

  • China attempts to stimulate economy