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...
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...
Market Outlook for The Week of 24 November 2025

Market Outlook for The Week of 24 November 2025

At a Glance Equities: Caution prevails as sector rotation drives volatility (AI vs. defensive plays). Rates / Central Banks: The ECB remains on hold; investors remain vigilant on rate trajectories and credit conditions across the eurozone. Energy (Oil): Brent trading...
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,...