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 46
Highlights and View
- The Republicans win the
Presidency, the Senate, and will
most likely also win the House of
Representatives
Stock markets welcome the prospect of deregulation and lower taxes while inflation uncertainty weighs on Treasuries. - German Chancellor Olaf Scholz
relieved Finance Minister Christian
Lindner of his duties, collapsing the
coalition government
Scholz wants new elections in March 2025, but pressure is high and rising for the date to be brought forward. The earlier elections are called, the better for the German economy. - China announces a CNY 10 trillion
package to support local
governments in addressing their
debt issues
While the package is substantial, it primarily focuses on resolving local government debt problems and lacks additional support for consumers and the property sector, which has come as a disappointment to the market.
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: