In this edition of Market Flash, Edmond de Rothschild’s investment team explores the cautious market sentiment leading up to critical macro data releases and central bank decisions.
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Global equity markets are holding steady as investors await clarity on U.S. inflation and ECB policy directions.
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U.S. markets priced in 2 rate cuts in 2024, but inflation resilience could delay policy easing.
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European equities face pressure from cautious earnings guidance and persistent inflation expectations.
Access the full report for detailed analysis and portfolio implications.
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