23/03/2026 Central Banks and bond yields in focus The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.
16/03/2026 Markets on a roller coaster The crisis will likely accelerate Europe’s shift to strategic autonomy and greener energy to reduce geopolitical risk.
9/03/2026 Oil and gas back in the spotlight The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...
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.
