Our view on
Economics & Markets
Macroeconomics and movements in financial markets impact many aspects of our lives. Having a well-informed view of what could transpire can help mitigate the risks we face and uncover profitable opportunities.
Our most recent publications
December 10, 2024
Economic and Market Outlook 2025: A state of flux
As 2024 draws to a close the Great Normalisation (as we had termed it) of falling inflation, progressive cuts in policy rates and trend-like global growth, is now in doubt.
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December 09, 2024
Weekly Macro & Markets View, Week 50
- French Prime Minister Michel
Barnier’s government falls after
losing a vote of no confidence in
the National Assembly
President Macron is looking to appoint another centrist figure, while the 2024 budget is likely to be rolled over into 2025. - US payrolls bounce back after
storms and strikes, though broader
jobs data are mixed
Payrolls came in a little ahead of expectations at 227k for November, though the unemployment rate ticked up to 4.2% with some weather related distortions likely to linger. - South Korea faces turmoil as
President Yoon briefly declares
martial law, sparking widespread
protests
With President Yoon's impeachment failing to materialise, policy uncertainty persists. However, given Korea's crucial role in the Asian supply chain, the absence of major disruptions from martial law suggests limited economic impact.
December 03, 2024
Monthly Investment Insights
Key developments
- The Republican sweep in the US election provides them with the opportunity to follow through on election pledges, while the Fed signals a more cautious approach
- Global financial markets have been impacted by US politics as fears of higher inflation and policy rates take hold
- The Eurozone labour market stays firm amid weakening PMIs while German and French politics become more uncertain
Explore our publications
Weekly Macro & Markets View
Weekly Macro & Markets View
Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
Monthly Investment Insights
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of equities, credit and government bonds.
Inflation Focus
Inflation Focus
A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
Topical Thoughts
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economic and Market Outlook
Economic and Market Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
Mid-Year Outlook
Mid-Year Outlook
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the months ahead are likely to unfold.
Videos and Podcasts
To compliment some publications, a series of short videos and, in the case of Topical Thoughts and the Economic and Market Outlook, more detailed podcasts are available.
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