Conflict in the Middle East: Implications for markets and macro
The US-Israeli strikes on Iran will have implications for energy markets, shipping costs, inflation risks and financial conditions – but everything hinges on how long the conflict lasts.
The war in the Middle East sets the stage. For the US and Europe, we expect lower growth, higher inflation, stronger fiscal pressure and a challenging situation for central banks.
Pharma growth accelerates with aging populations, rising chronic diseases, biosimilar competition, and AI-driven drug discovery transforming the industry.
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