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Macro views

Mirova monthly market review & outlook – October 2024

October 22, 2024 - 38 min

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Macro views
Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.
Macro views
Part 1: All eyes turn to the US-China relationship
Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts
What does the German ‘fiscal bazooka’ mean for Europe?
Macro views
What does the German ‘fiscal bazooka’ mean for Europe?
Germany’s ‘whatever it takes’ spending spree could see positive spillovers across Europe, though debt concerns persist.