US markets have benefited from the economy’s relative insulation to geopolitical risks and solid corporate earnings. 

As further hard data trickles out amid the ongoing Iran conflict, it appears the European economy is suffering most from the impact, outside of the immediate Middle East region. Economic surprise indices point to a sharply diverging trend in the incoming European data versus expectations compared to the US and global metrics.  

Join Jane Kavanagh from AIB’s Corporate Treasury desk, alongside John Fahey, Senior Economist, and Pat O’Sullivan, Head of Real Estate Research, for this edition of AIB Market Talk. The discussion explores recent global market developments and what they mean for Ireland’s construction, housing and real estate sectors.