When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

When Globalisation Cracks: How Economic Fragmentation Is Reshaping Prices, Trade and Supply Security

Across policy circles and boardrooms, one word has quietly become unavoidable: fragmentation. No longer a theoretical concern, it has taken shape in the form of desynchronised supply chains, highly targeted trade restrictions, and a global race to onshore critical...
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...
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...
Markets: The Trump-Xi Truce Offers a Fragile Breather for Global Investors

Markets: The Trump-Xi Truce Offers a Fragile Breather for Global Investors

Between Tactical Relief and Structural Doubt, Global Finance Holds Its Breath After a turbulent week marked by falling U.S. indexes and a 1.57% drop in the Nasdaq, the meeting between Donald Trump and Xi Jinping in Busan, on the sidelines of the APEC summit, brought a...
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,...