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.
Even though the markets may be taking a breather, our dedicated team remains ready to assist you. During the festive season, our customer service will continue to operate normally. Please note that there will be some adjustments to our regular trading hours.
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.
As Bitcoin hits the $100,000 mark, an amount that many in the global investment community never thought would happen, it’s time to look back at how one of the most unusual of assets got to this point and why, given that it is not a traditional currency or asset in any way.
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.
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