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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 Economy

Global Economy

The global economy ended the week weaker and more fragile, though not in recession. Middle East tensions and the fragile U.S.-Iran ceasefire dominated markets, driving oil, inflation expectations, currencies, and risk sentiment. Inflation remained the main concern: U.S. headline inflation...
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Global Economic Outlook – Week 15, 2026: Inflation, Oil, and Central Banks Set the Tone

Global Economic Outlook – Week 15, 2026: Inflation, Oil, and Central Banks Set the Tone

Week 15 of 2026 begins with global markets navigating a fragile mix of inflation risks, oil-market volatility, central bank caution, and shifting growth signals. This week-ahead outlook explores the key economic releases, policy events, and geopolitical drivers shaping expectations across...
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Global Economic Outlook, April 2026

Global Economic Outlook, April 2026

The global economy enters April 2026 with slower growth, easing but still uneven inflation, and rising sensitivity to central bank policy, energy prices, and geopolitical risks. This outlook reviews the key trends across the U.S., UK, euro area, China, and...
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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 Persian Gulf as disrupted energy exports continue to drive oil, currencies, bonds, and risk sentiment. In the United States, investors will watch S&P Global PMI, University of Michigan consumer confidence,...
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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 cloud, with markets caught between slowing growth signals and a renewed inflation threat from the Middle East oil shock. Brent closed above $103 on Friday, the U.S. dollar stayed firm,...
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