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...