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...
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...
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...
February 2026 Economic Outlook

February 2026 Economic Outlook

Preamble: A global economy entering the age of conscious constraints The global economy in early 2026 is neither recovering nor booming. It is lucid.The great cycles of economic illusion like monetary abundance, frictionless globalization, cheap energy, geopolitically...
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...
Market Outlook, Week of January 12, 2026

Market Outlook, Week of January 12, 2026

1. Global Macroeconomic Context: An Economy in Transition United States: A Softening Labour Market Amid Persistent Inflation The U.S. economy enters 2026 against a backdrop of a visibly weakening labour market following a pronounced slowdown at the end of last year....