Charts of the week: Europe’s peace dividend

Rising expectations of a ceasefire in the Russia-Ukraine conflict has boosted European assets, dragging the USD lower

Source: FactSet, Bloomberg, Standard Chartered; *inflation-adjusted; **consensus 12-month forward earnings growth estimates

Editorial

The weekly macro balance sheet

Top client questions

Top client questions (cont’d)

Top client questions (cont’d)

Market performance summary*

Sources: MSCI, JP Morgan, Barclays Capital, Citigroup, Dow Jones, HFRX, FTSE, Bloomberg, Standard Chartered. *Performance in USD terms unless otherwise stated, 2025 YTD performance from 31 Dec 2024 – 6 Mar 2025; 1-week period: 27 Feb-6 Mar 2025

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