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 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:...
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...
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....
JANUARY 2026 ECONOMIC OUTLOOK

JANUARY 2026 ECONOMIC OUTLOOK

FOREWORD: THE ERA OF COMPLEX SYSTEMS We are now navigating a global economy in which traditional analytical categories are reaching their limits. This outlook synthesizes three complementary levels of analysis: market dynamics (trading data and financial flows),...
Global Market Outlook: Week of 15 December 2025 (The Ultimate Liquidity Stress Test)

Global Market Outlook: Week of 15 December 2025 (The Ultimate Liquidity Stress Test)

As 2025 enters its final act, global markets approach a decisive inflection point: the transition to a structurally tighter liquidity environment. The week of 15 December serves as a crucial barometer of the market’s capacity to digest this new paradigm,...