JANUARY 2026 ECONOMIC OUTLOOK

JANUARY 2026 ECONOMIC OUTLOOK

FOREWORD: THE ERA OF COMPLEX SYSTEMS We are now navigating a global economy in which traditional analytical categories are reaching their limits. This outlook synthesizes three complementary levels of analysis: market dynamics (trading data and financial flows),...
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...
Global Market Outlook: Week of 15 December 2025 (The Ultimate Liquidity Stress Test)

Global Market Outlook: Week of 15 December 2025 (The Ultimate Liquidity Stress Test)

As 2025 enters its final act, global markets approach a decisive inflection point: the transition to a structurally tighter liquidity environment. The week of 15 December serves as a crucial barometer of the market’s capacity to digest this new paradigm,...
High-Altitude Wind Power: Unlocking an Untapped Layer of the Energy Transition

High-Altitude Wind Power: Unlocking an Untapped Layer of the Energy Transition

At a time when energy systems face unprecedented pressure to deliver resilience, flexibility, and cost-competitiveness, a new frontier is emerging several hundred metres above ground. High-altitude wind power (HAWP), the generation of electricity using tethered flying...
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...