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:...
Market Outlook, Week of 13 April 2026

Market Outlook, Week of 13 April 2026

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...
Global and European Markets, Week of 19 January 2026

Global and European Markets, Week of 19 January 2026

Surface stability, underlying tensions As markets enter the week of 19 January 2026, a semblance of calm dominates. Systemic stress indicators remain contained, implied volatility is moderate, and major indices are confined to narrow trading ranges. Yet beneath this...