Markets in Pause Mode: Caution Ahead of Data and Central Bank Moves

In this edition of Market Flash, Edmond de Rothschild’s investment team explores the cautious market sentiment leading up to critical macro data releases and central bank decisions.

• Global equity markets are holding steady as investors await clarity on U.S. inflation and ECB policy directions.

• U.S. markets priced in 2 rate cuts in 2024, but inflation resilience could delay policy easing.

• European equities face pressure from cautious earnings guidance and persistent inflation expectations.

Access the full report for detailed analysis and portfolio implications.