The featured repot by Edmond de Rothschild explores the latest macroeconomic and market trends, focusing on China’s AI advancements, U.S. policy shifts, and the global investment landscape.
Key Insights:
• China’s AI Disruption: DeepSeek claims to rival ChatGPT with a more cost-efficient AI model, shaking tech markets.
• U.S. Economic Policies: Trump’s budget cuts and tariffs create uncertainty, impacting labor markets and economic growth.
• ECB Rate Cuts: In response to slowing inflation and weak growth, the ECB reduced rates by 25bp.
• Investment Strategy: Neutral stance on equities and bonds, favoring corporate debt over government bonds.
For in-depth analysis, read the full report.
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