Testing the limits?

In Short

Interview with Thomas Hempell, Head of Macro and Market Research at Generali Asset Management

Note: This video was recorded ahead of the ECB meeting scheduled for the 6 March 2025 and the Fed meeting scheduled for 19 March 2025.

 

What do the Ukraine talks mean for European economies? Is global disinflation still on track? Are we heading for a global trade war? Is Trump testing diplomatic (and market) limits? Thomas Hempell, Head of Macro and Market Research at Generali Asset Management, examines what the current disruptive risks mean for the market outlook.

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