Edmond de Rothschild Asset Management’s Flash Marchés (22 August 2025) reviews how geopolitical negotiations and shifting macroeconomic data are shaping markets.
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Geopolitics: Trump-Putin talks stalled on a ceasefire but initiated negotiations on Ukrainian security guarantees, fueling cautious optimism in Europe.
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Monetary policy: U.S. job creation slowed while inflation reaccelerated, raising uncertainty ahead of Powell’s Jackson Hole remarks; the Fed remains divided on rate cuts.
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Regional dynamics: Europe shows resilience with PMI expansion, while U.K. inflation surprises upward and China’s growth indicators soften.
For deeper insights into portfolio implications and asset allocation strategy, see the full report.
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