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War, Oil, and Data: A High-Stakes Week for Global Markets

War, Oil, and Data: A High-Stakes Week for Global Markets

Global markets will stay focused on the war in the...

week 12 begins under the shadow of oil and the Fed

week 12 begins under the shadow of oil and the Fed

The global economy enters Week 12 under a heavier macro...

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July 2025 Global Economic Outlook

July 2025 Global Economic Outlook

Globally, easing inflation in key regions is strengthening the case for cautious monetary easing. However, lingering geopolitical risks, trade tensions, and uneven domestic demand across both advanced and emerging economies continue to weigh on the growth outlook. Central banks remain...
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A light week with Geopolitical trends in the spotlight

A light week with Geopolitical trends in the spotlight

Last week’s review The past week was marked by a wave of central bank activity across both advanced and emerging economies, as policymakers responded to slowing growth and shifting inflation dynamics. Nonetheless, we should not overlook geopolitical tensions, particularly the...
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Markets in the Grip of Central Banks and Inflation

Markets in the Grip of Central Banks and Inflation

Global Economic Review – Week Ending June 14, 2025 Last week’s data painted a mixed global picture. In the United States, May inflation surprised to the downside: both headline and core CPI rose just 0.1%, while core goods prices—where tariffs...
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Inflation is the next Ket market Driver!

Inflation is the next Ket market Driver!

Global Economic Review – Week Ending June 7, 2025 Global financial markets advanced over the past week as investor sentiment improved amid solid U.S. jobs data and signs of progress in trade diplomacy. The S&P 500 closed in on record...
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Global Economic and Financial Markets Outlook – June 2025

Global Economic and Financial Markets Outlook – June 2025

Global growth is losing momentum After a surprisingly resilient 2024, the world economy is set to slow in 2025, according to the financial markets outlook for June 2025. Global GDP growth is forecast to be around 2.7–3.0% in 2025 (versus...
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