In October 2024, Spain suffered its costliest climate-related natural disaster on record, when severe floods swept through the Valencia region. More than 150 people lost their lives, and many more were injured or displaced.

Following the election of Shinjiro Koizumi as new LDP leader, the extraordinary Diet session to elect Japan's new prime minister will be scheduled swiftly.

As a US government shutdown is potentially just days away, focus is turning to the question of whether this will be a “short” or a “long” shutdown.

Manufacturing and services PMIs will offer a first look at September’s global activity. With the Fed easing and China’s economy stabilizing, any uptick could reinforce the reflation narrative and support risk assets.

The Federal Reserve is expected to cut its funds rate after having observed a pause since December 2024.

Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But how should investors position themselves for this shift? At Candriam, we see Europe’s autonomy shift not as a short-term theme, but as a long-term, multi-sector transformation.

The ECB interest rate decision will be closely watched for how the bank balances inflation nearly at target with sluggish growth in the region.

Markets will be laser-focused on the US job report, representing one of the last major data releases ahead of the September FOMC.