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...
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...
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...
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),...
Market Outlook: Week of December 8, 2025

Market Outlook: Week of December 8, 2025

At a Glance Equities & Bonds: Markets on edge ahead of key U.S. monetary policy decisions and next week’s inflation indicators. Heightened volatility expected in bonds. Rates / Central Banks: Final significant week before the Fed’s...
When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

Across policy circles and boardrooms, one word has quietly become unavoidable: fragmentation. No longer a theoretical concern, it has taken shape in the form of desynchronised supply chains, highly targeted trade restrictions, and a global race to onshore critical...