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 28
Highlights and View
- Growth in US payrolls slows and the participation rate falls markedly
A weaker employment situation significantly reduces the risk of tighter monetary policy in the near term. - June Eurozone inflation eased from 3.2% YoY to 2.8% as energy prices eased
With oil at current levels, we have likely seen the peak pace of inflation this year. - Japan unveils its biggest-ever investment plan, worth over 50% of GDP through 2040
While it aims to strengthen Japan’s strategic positioning, the lack of funding details continues to unsettle investors given Japan's already elevated debt.
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