Trump cards

24/01/2025 11 min Episodio 91
Trump cards

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Episode Synopsis

Financial markets have enjoyed a notable lift in sentiment over recent days, driven by renewed optimism about the domestic economic policies of a new US administration. Investors have certainly been cheered by early signals of a pro-growth strategy, with the energy sector taking centre stage. In our charts this week we home in on:
·         Energy and labour markets
·         Electricity prices in advanced economies
·         The UK labour market
·         Saving and unemployment
·         China’s credit impulse
·         South Korean trade