This Market Flash by Edmond de Rothschild Asset Management analyzes global economic trends and geopolitical impacts on financial markets as of late November 2024.
Eurozone Dynamics: Political tensions in France and Germany weigh on PMIs, with Eurozone composite PMI in contraction at 48.1; ECB continues gradual rate cuts amid slowing inflation.
• U.S. Strength: Economic resilience persists, supported by rising household spending and stable inflation.
• Market Trends: Increased equity exposure favors U.S. and Chinese markets, while European corporate bonds benefit from disinflation.
• Emerging Markets: Chinese industrial profits improve, and India sees robust 5.4% GDP growth in Q3.
For detailed asset class strategies and insights, access the full report.
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