MARKET SUMMARY NOTE / WEEK OF MAY 18 TO 24, 2026

MARKET SUMMARY NOTE / WEEK OF MAY 18 TO 24, 2026

A Strategic Forward-Looking Analysis of Financial Markets, Commodities, and Physical Risks PART 1. ENERGY: THE LARGEST SUPPLY SHOCK EVER RECORDED 1.1 Situation at the Opening of the Week of May 18, 2026 According to the World Bank analysis published in May 2026, the...
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...
MARCH 2026 GLOBAL ECONOMIC OUTLOOK

MARCH 2026 GLOBAL ECONOMIC OUTLOOK

A world economy holding together under structural pressure Introduction: Stability under strain March 2026 confirms that the global economy has entered a phase best described as constrained stability. Growth has not collapsed, inflation has moderated, and employment...
The Fragile Edifice: AI Debt and Its Systemic Implications

The Fragile Edifice: AI Debt and Its Systemic Implications

The Fragile Edifice: AI Debt and Its Systemic Implications Introduction: Between Triumph and Vulnerability The artificial intelligence revolution is often depicted as an unstoppable, linear triumph. Yet behind the media narrative, financial, energy, and industrial...