OCTOBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

OCTOBER 2026 INTERNATIONAL ECONOMIC OUTLOOK

Global economy, energy, commodities, agriculture and financial markets Costly resilience: growth holds, inflation returns, capacity tightens CENTRAL THESIS : The world economy has absorbed successive shocks better than expected, but resilience is becoming expensive....
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...