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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 — February 2026

Global Economic Outlook — February 2026

Key macro themes shaping markets as 2026 gets underway: a cooling but resilient U.S. cycle, a euro area recovery that is stabilizing just as FX dynamics return to the policy debate, the UK’s slow-growth equilibrium with sticky domestic inflation pressures,...
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US Economy, USD, and Wall Street

US Economy, USD, and Wall Street

Weekly Review – Week ending Friday, Jan. 23, 2026 The week ending Friday, Jan. 23, 2026, reinforced a “moderate expansion with late-cycle normalization” baseline rather than a clean re-acceleration narrative. Markets were driven early by headline volatility around trade policy,...
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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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