Trump’s victory cements Republican control, enabling aggressive trade policies, tax cuts, deregulation, and stricter immigration measures. While markets may benefit short-term, risks include inflation, deficits, and geopolitical uncertainty. Europe shows resilient growth, but emerging markets face rising trade and currency challenges.

David Seban-Jeantet - Chief Investment Officer SGPWM & SGPB Europe - explore the consequences of an unprecedented geopolitical context on financial markets. He also discuss the monetary policies of the main central banks and the macroeconomic outlook shaping our financial future.

Macro-economic outlook for 2024: an overview of the challenges facing the global economy and the markets.