13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
2/12/2024 Podcasts Outerblue Convictions – Global Investment Views – Analysing ... In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
14/11/2024 Bond yields in Trump 2.0 US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.
