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.
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.
Pharma growth accelerates with aging populations, rising chronic diseases, biosimilar competition, and AI-driven drug discovery transforming the industry.
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