Our view on
Economics & Markets

Macroeconomics and movements in financial markets impact many aspects of our lives. Having a well-informed view of what could transpire can help mitigate the risks we face and uncover profitable opportunities.

Our most recent publications

May 12, 2025

Weekly Macro & Markets View, Week 20

The US announces a trade deal with the UK
Crucially, the US-UK trade deal does not remove the 10% tariff, which is a negative takeaway for other trade partners.
Friedrich Merz was confirmed as Germany’s new chancellor, but not before a shocking loss in the first round of secret ballot votes in parliament
While the historic fiscal package that was recently passed by parliament is reason for optimism in Germany’s economic outlook, this political episode highlights vulnerabilities within the governing coalition and increases execution risk.
The US slashes tariffs on Chinese imports from 145% to 30% while China cuts tariffs on US products from 125% to 10% in 90-day deal, rallying global equity markets
This demonstrates both sides’ intention to de-escalate current trade tensions, a significant development that reduces near-term headwinds for the global economy and trade.

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May 02, 2025

Monthly Investment Insights

Key developments

US tarrifs on imported goods reach a 100-year high, despite some recent softening in stance by policymakers
Markets recover due to softer rhetoric emerging, but risk reward in stocks and credit appears inadequate
Consumer and CEO confidence tumble as outlooks for the economy and earnings become opaque

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March 13, 2025

Inflation Focus

Tectonic shifts are underway in the global economy, driven by the changing geopolitical and global trade backdrop
Inflation should continue to grind lower near term, with goods deflation and slowing services inflation still in place
Central banks are set to respond to any emerging price pressures, which should help to contain inflation medium term
Inflation will remain volatile, however, amid more fractured global trade and defence spending pressures

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Explore our publications

Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.

Explore the Weekly

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 equities, credit and government bonds.

Explore the Monthly

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.

Explore the Inflation Focus

Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.

Explore the Topical Thoughts

With a 12 months focus, this publication is designed as a reference document for multiple user groups. 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.

Explore the Outlook