2/03/2026 US earnings stay strong The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.
23/02/2026 Europe Aiming for Strategic Autonomy The Munich Security Conference emphasized that strategic autonomy is central to European security.
16/02/2026 Asia and EM equities lead Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
26/01/2026 Geopolitical swings in the spotlight in Davos In Davos, Canadian PM Carney warned that mid‑sized countries must develop a system to replace the US‑centric global order.
19/01/2026 US inflation down, but still above target Productivity gains should help keep labour costs in check over the medium term.