OCTOBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

OCTOBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

Global economy, energy, commodities, agriculture and financial markets Costly resilience: growth holds, inflation returns, capacity tightens CENTRAL THESIS : The world economy has absorbed successive shocks better than expected, but resilience is becoming expensive....
SEPTEMBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

SEPTEMBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

Global economy, energy, raw materials, agriculture and financial markets From price volatility to capacity scarcity CENTRAL THESIS  Global growth is no longer constrained only by the price of capital. It increasingly depends on the effective availability of...
AUGUST 2026 ECONOMIC OUTLOOK

AUGUST 2026 ECONOMIC OUTLOOK

From an energy shock to a reconfigurationof global power chains Key signals SignalReference dataCurrent assessmentGlobal growth3.0% in 2026Resilience, but slower momentum and wide geographic divergenceGlobal inflation4.7% in 2026Disinflation interrupted by the energy...
JUNE 2026 ECONOMIC OUTLOOK

JUNE 2026 ECONOMIC OUTLOOK

EXECUTIVE SUMMARY Key trends to watch for summer 2026 Global Macroeconomy: Positive Growth, Increased Fragility A slowdown without global recession New IMF, OECD, and central bank forecasts Inflation, productivity, and new growth drivers Systemic risks to monitor in...
MAY 2026 ECONOMIC OUTLOOK

MAY 2026 ECONOMIC OUTLOOK

A Global Economy Under Pressure: The End of the “Cheap Growth” Regime Central thesis : The global economy is not collapsing, but it is entering a new macroeconomic regime in which the cost of stabilizing growth has increased structurally....
Market Perspectives / Week of April 27, 2026

Market Perspectives / Week of April 27, 2026

A strategic global reading of markets, commodities, and physical risks A week dominated by the sudden return of real-world risk The week of April 27, 2026, opens on a global market no longer guided solely by rate expectations. The real driver is now more concrete:...