EXANTE Quarterly Macro Insights Q1 2025
We look at what has happened in the world of global economics and finance over Q4 2024 and what risks and events may affect markets in Q1 2025.
We look at what has happened in the world of global economics and finance over Q4 2024 and what risks and events may affect markets in Q1 2025.
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Where do we see the investment challenges for 2025?
Inflation remains stickier than expected.
China starts retaliatory measures before Trump’s inauguration.
US equities at record highs, dollar stabilises, and yields fall.
November Review: the MAGA 2.0 rally.
A feast for markets as a strong US economy continues to produce growth.
Economic and US Treasury Market Review.
Dollar rises, US yields fall and US stocks decline.
“And that's going to be the end of Michigan… If I am going to be President of the country, I’ll put a 100%, 200%, 2,000% tariff..."