This Macrocast Report by AXA IM highlights key global economic trends and their implications for financial markets amid rising geopolitical and fiscal tensions.
• French Political Risks: Fiscal uncertainties in France grow as the government faces a potential no-confidence vote, putting budget targets and public confidence at risk.
• Global Bond Markets: European bond yields decouple from U.S. trends, aided by ECB rate cuts and improving inflation data in the Eurozone.
• U.S. Fiscal Policy: The Trump administration’s tariff threats and fiscal priorities elevate geopolitical tensions, with limited immediate market impacts.
For in-depth analysis of these dynamics and their investment implications, access the full report.
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