The US and Europe Continue To Diverge
This Edmond de Rothschild Market Flash offers an update on global market trends and economic insights as of December 2024.
• Equity Markets: U.S. equities remain resilient with strong earnings support, while European markets face headwinds from soft industrial activity.
• Fixed Income: Bond yields stabilize as inflation moderates, with the ECB signaling continued rate cuts into 2025.
• Emerging Markets: China’s policy adjustments and India’s robust economic growth provide selective investment opportunities.
For a deeper analysis of these trends and actionable investment strategies, access the full report.
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