APRIL 2026 ECONOMIC OUTLOOK

APRIL 2026 ECONOMIC OUTLOOK

A global economy still standing, but more exposed than ever to transmission shocks Introduction: April 2026 or the end of macroeconomic comfort April 2026 does not mark the beginning of a generalized rupture, nor a return to a stabilized equilibrium. Rather, it...
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...
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...
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...
Global and European Markets, Week of 19 January 2026

Global and European Markets, Week of 19 January 2026

Surface stability, underlying tensions As markets enter the week of 19 January 2026, a semblance of calm dominates. Systemic stress indicators remain contained, implied volatility is moderate, and major indices are confined to narrow trading ranges. Yet beneath this...