19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.
15/09/2025 Geopolitics Multipolar world in action Explore the evolving Multipolar World in 2025, highlighting geopolitical hedging, US-China dependencies, and the Great Diversification trend, with key...
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
8/09/2025 UK long-dated yields at 25-year highs Long-dated gilts yields rose to high levels, in light of concerns over fiscal deficits across the developed world.
1/09/2025 US stocks touch new all-time highs US markets reached new record highs last week on the back of AI-driven euphoria and corporate earnings above expectations.
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
