Podcasts

The US reciprocal tariffs will be announced, following weeks of market volatility. A 25% tariff on imported cars is already set to take effect, which could have significant economic and trade implications, notably on Europe, Japan and South Korea.

Early global economic data on manufacturing and services will offer insights into demand trends in March, potential sector weaknesses, and regional divergence, shaping market expectations.

The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?

Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.

“Uncertainty” was probably the most important driver behind the stock market’s behaviour over the past four weeks.

As economic uncertainties intensify in the United States, European fiscal policies are emerging as a beacon of hope.

The global economy experienced a mild slowdown due to a lower contribution of services to the World PMI and lower consumer participation.

Over the past weeks, bond markets faced significant volatility primarily due to a barrage of announcements from the White House.