DFE - June 2024 Monthly
2024-06-01 10:40:00 ET
Summary
- The investment climate is influenced by politics and economics, with upcoming events such as central bank meetings and elections shaping market expectations.
- The European Central Bank is expected to begin its easing cycle, while the Bank of Canada may cut rates in June or July.
- The European Parliament election and the Indian national election will result in new leadership, while South Africa's election outcome may impact investor sentiment.
There are two forces that shape the investment climate: politics and economics, and they are both at the fore in the coming weeks.
Among the highlights will be the European Central Bank meeting that will most likely begin its easing cycle. The Bank of Canada is a close call. If it does not cut rates in June, it will probably do so in July. The Swiss National Bank may deliver its second hike in the cycle, while the Bank of England will likely continue to prepare the ground for a cut in the second half....
June 2024 Monthly