Energy Prices

Deutsche Bank economists warn of a dangerous combination of a jump in bond yields to 5.3%, high oil prices, and uncertainty surrounding new sanctions, which threatens risk assets and inflation.

While global growth forecasts remain stable, geopolitical turmoil and a surge in AI investments are creating widening gaps between the US and the Eurozone. Here are the key factors set to influence investor strategy.

The Swiss bank estimates that Europe will continue to face inflation and energy pressures, but identifies potential in stocks and bonds, and estimates that Trump's tariffs will not lead to another sharp spike in the cost of living.

Macro data shows that the rise in energy costs has barely trickled down to other inflation components, while consumers in Israel are in a particularly strained economic situation that limits market demand.