by Natalija Riabko | Sep 5, 2026 | Agricultural Markets, Agriculture, All Markets, Analytics, Bond Market, Commodities, ECB, Energy, EU, Forecast, Futures, Investing, Market Outlook, News, News of the day, Oil, Raw Materials, Semiconductors, Stock Exchange, Strategy, World Markets
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...
by Natalija Riabko | Aug 7, 2026 | Agricultural Markets, Agriculture, Analytics, Commodities, Energy, Fertilizers, Forecast, Futures, Investing, Market Outlook, News, News of the day, Oil, Oil Industry, Precious Metals, Raw Materials, Semiconductors, Stock Exchange, World Markets
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...
by Natalija Riabko | Jun 10, 2026 | Agricultural Markets, Agriculture, Analytics, Bond Market, China, Commodities, ECB, Economic Fragmentation, Energy, ESG, EU, Fertilizers, Forecast, Gas, Investing, Iran, Lithium, Market Outlook, News, News of the day, Oil, Oil Industry, Precious Metals, Raw Materials, Semiconductors, Stock Exchange, Strategy, Sustainable Growth, USA
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...
by Natalija Riabko | May 12, 2026 | Agricultural Markets, Agriculture, All Markets, Commodities, Economic Fragmentation, Energy, ESG Criteria, ETF, Forecast, Investing, Lithium, Market Outlook, News, News of the day, Oil, Precious Metals, Raw Materials, Semiconductors, Stock Exchange, Strategy, World Markets
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....
by Natalija Riabko | Apr 27, 2026 | Agricultural Markets, Agriculture, All Markets, Analytics, China, Commodities, Crypto, Energy, ETF, EU, Forecast, Gas, Heavy Industry, Investing, Market Outlook, News, News of the day, Oil, Oil Industry, Precious Metals, Raw Materials, Semiconductors, Stock Exchange, Strategy, USA, Weekly news, World Markets
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:...
by Natalija Riabko | Apr 13, 2026 | Agricultural Markets, Agriculture, Commodities, EU, Forecast, Heavy Industry, Investing, News, News of the day, Oil, Oil Industry, Precious Metals, Semiconductors, Steel Industry, Stock Exchange, Strategy, Weekly news, World Markets
A global strategic reading of financial markets and commodities At the start of the week of 13 April 2026, markets are no longer being driven by monetary policy alone. The more important shift is that the disinflation trend seen through much of 2025 has collided with...
