Politics at the helm of the economic cycle

Politics at the helm of the economic cycle
Politics at the helm of the economic cycle

An eye on the financial center

Published on June 16, 2024 at 9:40 p.m. / Modified on June 16, 2024 at 9:41 p.m.

For investors, a new reality is taking shape in a fractured world. Central banks are now adapting or reacting to the implications of (geo)political decisions. Commercial logics have given way to political logics. The result is a redefinition not only of international trade and value chains in the real economy, but also of the investment landscape.

This is why it is now essential for investment decisions to closely follow the political calendar and its implications. The tone will be set during the first debate between the candidates for the US presidential election, current President Joe Biden and former President Donald Trump, on June 27.

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