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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 Weekly Economic Outlook: Markets Navigate Shutdown Uncertainty and Earnings Finale

Global Weekly Economic Outlook: Markets Navigate Shutdown Uncertainty and Earnings Finale

Global markets enter the new week balancing fragile optimism with lingering risks. Our global economic outlook looks at how cooling inflation, shifting central bank expectations, and mixed growth data from the US, Europe, China, and emerging markets are shaping sentiment...
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Global Economic Outlook, November 2025

Global Economic Outlook, November 2025

forward-looking overview of the global economy as we head into November 2025. Growth is cooling but not collapsing, inflation continues to ease across major economies, but not in all. Central banks maintain a cautious “higher for longer” stance in some...
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Markets Under Central Bank Command: The Final Week of October 2025

Markets Under Central Bank Command: The Final Week of October 2025

As we enter the final week of October, all eyes turn to the central banks. The Federal Reserve meeting will take center stage, setting the tone for financial markets across the board. However, we should not forget about the ECB,...
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Weekly Economic Outlook – US inflation and Chinese data in focus.

Weekly Economic Outlook – US inflation and Chinese data in focus.

This week’s global economic spotlight falls on the U.S. inflation report and China’s key activity data; both set to shape market sentiment and central bank expectations. Investors will watch for signs of easing price pressures in the U.S. and fresh...
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U.S. Shutdown & Global Market Outlook – Week 42, 2025

U.S. Shutdown & Global Market Outlook – Week 42, 2025

Markets begin the week cautiously optimistic as the U.S. government shutdown curtails economic data releases, leaving traders reliant on qualitative cues like the Fed’s Beige Book and housing sentiment reports. Real yields remain elevated, the U.S. dollar firm, and liquidity...
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