After a tense start to the year, markets are reacting to new economic and budgetary dynamics.
Rising defense budgets in Europe
Germany and the EU announce ambitious plans, relaxing budgetary rigor to support infrastructure and defense.
Persistent volatility in the United States
Signals of economic slowdown multiply, with disappointing figures on retail sales and consumer confidence.
What does this mean for the markets?
Chinese equities on the rise, buoyed by AI and stimulus measures.
Restructuring of rates in Europe, limiting the ECB's scope for cuts.
Geopolitical uncertainties continue to favor gold and the Swiss franc.
François Rimeu analyzes these developments and their impact on investment strategies.
Investing entails risks, particularly of capital loss.
#Markets #Economy #Investment #Geopolitics
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