JUNE 2026 ECONOMIC OUTLOOK

JUNE 2026 ECONOMIC OUTLOOK

EXECUTIVE SUMMARY Key trends to watch for summer 2026 Global Macroeconomy: Positive Growth, Increased Fragility A slowdown without global recession New IMF, OECD, and central bank forecasts Inflation, productivity, and new growth drivers Systemic risks to monitor in...
MARKET NOTE / WEEK OF MAY 26 TO 31, 2026

MARKET NOTE / WEEK OF MAY 26 TO 31, 2026

This note provides a comprehensive, sector-by-sector analysis of market dynamics for the week of May 26-31, 2026. Every assertion is based exclusively on official sources, central bank communications, and verified data published within the last 30 days. Executive...
MARKET SUMMARY NOTE / WEEK OF MAY 18 TO 24, 2026

MARKET SUMMARY NOTE / WEEK OF MAY 18 TO 24, 2026

A Strategic Forward-Looking Analysis of Financial Markets, Commodities, and Physical Risks PART 1. ENERGY: THE LARGEST SUPPLY SHOCK EVER RECORDED 1.1 Situation at the Opening of the Week of May 18, 2026 According to the World Bank analysis published in May 2026, the...
MAY 2026 ECONOMIC OUTLOOK

MAY 2026 ECONOMIC OUTLOOK

A Global Economy Under Pressure: The End of the “Cheap Growth” Regime Central thesis : The global economy is not collapsing, but it is entering a new macroeconomic regime in which the cost of stabilizing growth has increased structurally....
Market Perspectives / Week of April 27, 2026

Market Perspectives / Week of April 27, 2026

A strategic global reading of markets, commodities, and physical risks A week dominated by the sudden return of real-world risk The week of April 27, 2026, opens on a global market no longer guided solely by rate expectations. The real driver is now more concrete:...
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...