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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 in Week 33: U.S. inflation and the RBA policy meeting

Global Economy in Week 33: U.S. inflation and the RBA policy meeting

Global markets digested a soft U.S. July jobs report, mixed ISM surveys, and a surprise Bank of England rate cut vote ratio, while oil slid and gold spiked amid tariff confusion. U.S. nonfarm payrolls rose just +73k in July and...
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Global Economic Outlook – August 2025

Global Economic Outlook – August 2025

Introduction Global growth regained some momentum in mid‑2025 as major economies adapted to lingering trade tensions. Leading indicators show the world economy exiting the weak spell of early‑2025 – HCOB’s euro‑zone composite PMI rose to 51.0 points in July, it’s...
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Eyes on the Fed and BoJ, Earnings on Fire!

Eyes on the Fed and BoJ, Earnings on Fire!

Global markets closed the week on a strong note, buoyed by easing trade tensions and strong earnings. Optimism rose after the U.S.–Japan trade deal and signs of progress toward a broader U.S.–EU trade framework. Equities rallied across regions amid growing...
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Calm Before the Storm: The ECB Takes Center Stage

Calm Before the Storm: The ECB Takes Center Stage

Global data last week showed modest U.S. inflation and steady job gains, eurozone inflation at 2 percent despite weak PMIs, and U.K. prices rising even as employment cooled. In Asia and Oceania, China grew 5.2 percent in Q2 with a recovering PMI,...
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Weekly Economic review and Outlook: US inflation at the center of Stages

Weekly Economic review and Outlook: US inflation at the center of Stages

Global Economic Review – Week 28, 2025 (July 7–13) The global economy faced renewed uncertainty this week as rising trade tensions, cautious central bank policy, and fragile consumer demand shaped the outlook across major regions. While hard data releases were...
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