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...
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...
Market Outlook, Week of February 16, 2026

Market Outlook, Week of February 16, 2026

Executive Overview Global financial markets enter mid-February in a phase characterised by relative stability in policy expectations, selective equity leadership, and persistent geopolitical sensitivity. Cross-asset signals suggest neither systemic stress nor...