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The Week(s) Ahead - 23 December 2024 - 3 January 2025
These are the Key Macro Events for the upcoming week.
The Week Ahead - 16 - 20 December 2024
These are the Key Macro Events for the upcoming week.
Economic Outlook 2025 - Webinar - The year of the tariff
Video of ABN AMRO's Group Economics webinar on the economic outlook for 2025.
The week ahead - 9 - 13 December 2024
These are the Key Macro Events for the upcoming week.
The week ahead - 2 - 6 December 2024
These are the Key Macro Events for the upcoming week.
The week ahead - 25 - 29 November 2024
These are the Key Macro Events for the upcoming week.
The week ahead - 18 - 22 November 2024
These are the Key Macro Events for the upcoming week.
New forecasts following US election
Global Macro: Growth & inflation tariff impact to drive Fed-ECB divergence – We are updating our growth and inflation forecasts in light of the US election result last week. While the election count has not fully concluded, the Republican party looks on course to win a House majority, to accompany the presidency and the Senate majority. By controlling all three branches of government, president Trump therefore has significant power to enact his policy platform. It remains highly uncertain how far Trump will go with his tariff plans, and so there is naturally high uncertainty around our new forecasts. But broadly speaking, the main outcomes of the plans are likely to be: 1) much lower eurozone growth and inflation than in our prior baseline, 2) significantly higher US inflation, and (ultimately) lower growth. This combination is likely to mean fewer interest rate cuts by the Fed, but more rate cuts by the ECB; this will in turn continue to weigh on the euro, which has already weakened significantly in recent weeks as markets moved to price in a Trump victory.
The week ahead - 11 - 15 November 2024
These are the Key Macro Events for the upcoming week.
The week ahead - 4 - 8 November 2024
These are the Key Macro Events for the upcoming week.