Market Update, 4 Febuary 2025, with columns by Harry Geels, Han Dieperink and Joeri de Wilde
Market Update, 4 Febuary 2025

Joeri de Wilde: Fed independence already compromised

The Fed’s exit from the Network for Greening the Financial System sparks fears that the bank may increasingly yield to political pressure.

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Han Dieperink: Bessonomics

With the appointment of Scott Bessent as Treasury Secretary in the Trump II administration, the supply-side economics of the early 1980s are back. Will we face a uniquely favourable economic period?

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Harry Geels: Financial repression once again

Germany's official policy rate is once again below inflation. This erodes the wealth of savers while favoring those in debt. But monetary policy entails more than that.

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Asset Allocation Seminar

How to position your (private markets) portfolio for 2025 and beyond? Financial Investigator is hosting an Outlook seminar led by Jan De Bondt on 11 February in Brussels.

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