The AXA IM Macrocast Reportanalyzes key macroeconomic events and their market impact. Contributors provide insights into fiscal and monetary developments in the U.S. and Europe. Key takeaways include:
- France's fiscal strategy relies on tax hikes and spending cuts to reduce its deficit, but systemic reforms are needed for long-term stability.
- U.S. inflation remains stubborn, with core CPI rising to 3.3%, challenging the Federal Reserve’s recent rate cut.
For more detailed analysis and forward-looking projections, download the full report.
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