Otet Markets Blog

Markets enter the week in a late-cycle balance: pockets of resilience, but rising sensitivity to inflation and geopolitics. U.S. data—CPI...

January 2026 is likely to set the tone for a year of moderation but still resilient global growth. The U.S....

cooling inflation signals alongside uneven growth, and central banks broadly cautious rather than catalytic. Market conditions are also structurally different...

Global markets enter Week 51 (2025) with a clear late-year theme: policy easing has begun in parts of the developed...