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Otet View

An analytical look at key markets and important events

In Otet View, we look at developments in the financial markets over the past week as well as the outlook for the coming week.

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Global Economic Outlook | From Beijing to the Fed: The Week’s Macro Map

Global Economic Outlook | From Beijing to the Fed: The Week’s Macro Map

This week’s Global Economy Weekly Outlook maps the key macro catalysts shaping cross-asset markets, with a focus on how growth, inflation, and policy expectations are likely to evolve across major regions. We break down the highest-signal event risks—U.S. data and...
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Global Economic Outlook 2026

Global Economic Outlook 2026

Major economies enter 2026 aiming for a soft landing after an unpredictable 2025. Forecasts point to moderate growth and cooling inflation across the United States, United Kingdom, Eurozone, China and Japan, with policymakers walking a fine line between supporting recovery...
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Weekly Economic Outlook amid Geopolitical tensions

Weekly Economic Outlook amid Geopolitical tensions

Markets enter the week in a late-cycle balance: pockets of resilience, but rising sensitivity to inflation and geopolitics. U.S. data—CPI and follow-through demand indicators—will set the tone for real yields, the dollar, and global risk appetite. With equities elevated and...
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Global Economic Outlook – January 2026

Global Economic Outlook – January 2026

January 2026 is likely to set the tone for a year of moderation but still resilient global growth. The U.S. remains the key anchor, with markets focused on whether the Federal Reserve begins rate cuts at the upcoming FOMC meeting...
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Global markets enter Week 52—the final trading week of 2025

Global markets enter Week 52—the final trading week of 2025

cooling inflation signals alongside uneven growth, and central banks broadly cautious rather than catalytic. Market conditions are also structurally different this week because liquidity will be thinner around Christmas. U.S. equities are scheduled to close early on Dec. 24, and...
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