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 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:...
Critical Week for Markets: Tensions, Transitions, and Opportunities on December 1, 2025

Critical Week for Markets: Tensions, Transitions, and Opportunities on December 1, 2025

Global Context : Markets & Macro Climate The week in Europe opens under a cautious mood: major European stock markets are expected to decline on Monday, awaiting numerous macroeconomic releases, notably manufacturing activity in the eurozone. On the energy and...
Global Energy Markets and Geopolitics: A New and Uneasy Equilibrium

Global Energy Markets and Geopolitics: A New and Uneasy Equilibrium

Energy markets in late-2025 move like a constellation pulled by several gravitational forces at once: geopolitics, supply chains, climate imperatives, and shifting centres of economic growth. What emerges is not chaos, but a new and still fragile equilibrium that...
Week Ahead (Oct 20-24, 2025): Markets at the Crossroads of Turbulence and Transformation

Week Ahead (Oct 20-24, 2025): Markets at the Crossroads of Turbulence and Transformation

In the final quarter of 2025, the global economy drifts through an age of transition, not collapse, not exuberance, but the delicate middle ground of recalibration. The markets, once guided by narratives of expansion, now move according to quieter laws: risk,...