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 50
Highlights and View
- 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.
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