Edmond de Rothschild Asset Management provides an in-depth look at global market movements, highlighting Europe’s economic resurgence versus lingering U.S. uncertainty.
Key Insights:
- Europe Outperforms: Germany’s €500bn stimulus plan lifts European equities; ZEW sentiment hits a post-war high.
- U.S. Outlook Weakens: Disappointing retail sales and confidence data raise concerns; Fed keeps rates steady but signals dovishness.
- Safe-Haven Surge: Gold hits an all-time high of $3,057/oz amid tariff and inflation fears.
Access the full report for detailed market positioning and investment implications.
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