Edmond de Rothschild’s weekly flash captures how a lighter policy touch in the US, shifting geopolitical signals in Europe, and selective resilience in Asia shaped the week’s market narrative.
-
A third consecutive 25bp Fed cut, paired with renewed asset purchases, lifted equities and pulled Treasury yields lower as Powell highlighted labour-market fragility.
-
Europe balanced hawkish ECB commentary with signs of progress in Russia-Ukraine negotiations, while China’s export rebound contrasted with still-weak domestic demand.
-
Credit spreads tightened as growth expectations improved and liquidity remained supportive, reinforcing a constructive backdrop for carry strategies.
For a closer read on how these cross-currents could influence positioning into year-end, the full flash offers a sharper lens on the week’s turning points.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
