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 49
Highlights and View
-
Chancellor Reeves restores fiscal
headroom by raising the tax burden
to a post-war high
Financial markets welcomed the announcement of the Autumn Budget with gilt yields falling significantly and the pound strengthening against the USD and the EUR. -
Global equity markets rebound
close to record highs, with tech
again in the driver’s seat
The recent sell-off proved short-lived as investor sentiment improved around Fed rate cuts and the continuation of the AI boom, with the seasonal ‘Santa rally’ appearing to be underway. -
India’s real GDP rises 8.2% YoY in
Q3, sharply exceeding the 7.3%
consensus estimate
Policy tailwinds and benign inflation are expected to keep growth momentum intact going forward.
Archive
- November 03, 2025 | Week 45
- October 27, 2025 | Week 44
- October 20, 2025 | Week 43
- October 13, 2025 | Week 42
- October 06, 2025 | Week 41
- September 29, 2025 | Week 40
- September 22, 2025 | Week 39
- September 15, 2025 | Week 38
- September 08, 2025 | Week 37
- September 01, 2025 | Week 36
- August 25, 2025 | Week 35
- August 18, 2025 | Week 34
- August 11 2025 | Week 33
- August 04, 2025 | Week 32
- July 28, 2025 | Week 31
- July 21, 2025 | Week 30
- July 14, 2025 | Week 29
- July 07, 2025 | Week 28
- June 30, 2025 | Week 27
- June 23, 2025 | Week 26
- June 16, 2025 | Week 25
- June 10, 2025 | Week 24
- June 02, 2025 | Week 23
- May 26, 2025 | Week 22
- May 19, 2025 | Week 21
- May 12, 2025 | Week 20
- May 05, 2025 | Week 19
- April 28, 2025 | Week 18
- April 14, 2025 | Week 16
- April 07, 2025 | Week 15
- March 31, 2025 | Week 14
- March 24, 2025 | Week 13
- March 17, 2025 | Week 12
- March 10, 2025 | Week 11
- March 03, 2025 | Week 10
- February 24, 2025 | Week 9
- February 17, 2025 | Week 8
- February 10, 2025 | Week 7
- February 03, 2025 | Week 6
- January 27, 2025 | Week 5
- January 20, 2025 | Week 4
- January 13, 2025 | Week 3
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