Weekly Macro & Markets View
What were the key global economic data releases, what is Zurich’s view and what does this mean for financial assets?
Weekly Macro and Markets View, Week 31
Highlights and View
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Andy Burnham becomes the new UK PM, appointing John Healey as his Chancellor
Healey’s appointment came as a surprise and is a likely signal of higher defence spending in the future. -
Equity markets are dragged down by higher energy prices and rising yields
Bond yields have once again reached a level where they are putting pressure on equities. -
The ECB keeps policy rates unchanged at 2.25%, highlighting high uncertainty around the inflationary outlook
If energy prices remain near current levels, it is highly likely that the ECB will hike rates in September.
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