Edmond de Rothschild Asset Management’s latest Market Flash reviews the macro backdrop, central bank moves, and asset class reactions.
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Weak US job creation and downward revisions boosted expectations of Fed rate cuts, lifting equities and risk assets despite lingering geopolitical tensions.
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The ECB kept rates unchanged, citing balanced growth risks and steady progress on inflation, while investors see limited scope for further cuts.
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Emerging markets rallied broadly, with strong performance in Korea and Taiwan, while corporate debt markets saw robust issuance and tightening spreads.
How sustainable is the rally in risk assets as policy divergence and political risks persist? Explore the full update for detailed analysis.
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