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...
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...
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...
Market Outlook, Week of January 12, 2026

Market Outlook, Week of January 12, 2026

1. Global Macroeconomic Context: An Economy in Transition United States: A Softening Labour Market Amid Persistent Inflation The U.S. economy enters 2026 against a backdrop of a visibly weakening labour market following a pronounced slowdown at the end of last year....
Market Outlook: Week of 29 December 2025, A Year-End Data Validation

Market Outlook: Week of 29 December 2025, A Year-End Data Validation

As 2025 draws to a close, markets are navigating a period of extremely low technical liquidity, amplifying any potential surprise. This week is not about major directional moves, but rather the consolidation of year-end trends as investors prepare their...