The Monthly Review: October

The October 2024 monthly report by Frame Asset Management, curated by Michele De Michelis, analyzes the global economic situation and financial strategies. It highlights the importance of targeted economic policies by the United States, focusing on Donald Trump's voter base and his economic strategy centered on local industry and the "America first" slogan. The S&P 500 index surpassed 6000 points, with a 45% growth in one year. Caution is advised in the bond component, and the potential impact of protectionist policies on inflation is discussed. In Europe, the need for investments with a unified vision to address economic challenges is emphasized.