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...
MARKET NOTE / WEEK OF MAY 26 TO 31, 2026

MARKET NOTE / WEEK OF MAY 26 TO 31, 2026

This note provides a comprehensive, sector-by-sector analysis of market dynamics for the week of May 26-31, 2026. Every assertion is based exclusively on official sources, central bank communications, and verified data published within the last 30 days. Executive...
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:...
APRIL 2026 ECONOMIC OUTLOOK

APRIL 2026 ECONOMIC OUTLOOK

A global economy still standing, but more exposed than ever to transmission shocks Introduction: April 2026 or the end of macroeconomic comfort April 2026 does not mark the beginning of a generalized rupture, nor a return to a stabilized equilibrium. Rather, it...
Weekly Market Note

Weekly Market Note

Week of 16 March 2026 This is not merely another week in the markets. It is a week in which global risk is being repriced in real time. The immediate catalyst lies in the Gulf: tensions around the Strait of Hormuz, Brent crude rising above $100 a barrel, and the...