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Blog for Institutional Investors Market View 28.02.2025

Current economic and financial market outlook

Asset Management February 28, 2025
Tariffs and political shifts shape the markets
The most important facts in brief
  • Trade Policy: The US imposes tariffs on China and announces further tariffs on China, Canada, Mexico, the EU, as well as on steel/aluminum, the automotive, pharmaceutical, and semiconductor industries.
  • Stocks: Swiss stocks reached an all-time high in February despite political uncertainty.
  • Interest Rates: Interest rate cuts expected in Europe in March, but none in the US.
  • Elections: Friedrich Merz becomes Germany's new Chancellor.
Download Baloise Market View 28.02.2025 pdf - 320 KB
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