Weekly Macro & Markets View
What were the key global economic data releases, what is Zurich’s view and what does this mean for financial assets?
Weekly Macro and Markets View, Week 48
Highlights and View
- Leading Eurozone sentiment data
turns more negative, likely
impacted by growing business
nervousness around geopolitical
tensions
Some comfort can be found in record low Eurozone unemployment and rising real wages, but hiring intentions are clearly softening into next year. - The unstable French political
situation moves back into investors'
minds as the National Rally
threatens to pull support for PM
Barnier over the 2025 budget
The situation remains fluid, with further pressure likely to build in French sovereign debt. A deal is still possible and would relieve immediate market concerns, even if it simply pushes risks into 2025. - In the UK, both headline and core
inflation pick up in October
Given the reacceleration in inflation, the Bank of England will proceed with caution in the coming months.
Archive
Explore our publications
Monthly Investment Insights
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of the Group, in particular equities, credit and government bonds.
Inflation Focus
Inflation Focus
A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
Topical Thoughts
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economics & Markets Outlook
Economics & Markets Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It provides the foundations for the financial market and economic views at Group level. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
Mid Year Review
Mid Year Review
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
Real Estate Outlook
Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Get regular insights
To keep abreast of global developments, please subscribe here: