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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
Download On Friday, February 6, 2026, Stellantis announced a deep strategic “reset” of the group. Management acknowledged that the transition toward electric vehicles had been planned too aggressively compared with what customers are actually buying. Today the market is asking for greater flexibility: electric vehicles, yes, but also hybrids and advanced internal combustion engines. This […]
Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in the Lower House and, together with her coalition, now holds the two-thirds “super-majority” needed to override any rejection in the upper house. Takaichi is therefore in a historically strong position, and her political gamble has […]
Federal Reserve – Name game finally over Last Friday, Donald Trump nominated Kevin Warsh as the next Chair of the Federal Reserve. Markets were somewhat surprised, with Rick Rieder widely seen as the frontrunner. Warsh previously served as a Governor at the Fed between 2006 and 2011, playing a visible role during the Global Financial […]
Annual review – A strong 2025 for global equities Global equities navigated periodic volatility in 2025 but finished strongly, with the MSCI World up ~22% in USD, marking the third consecutive year of double-digit returns. For European investors, weakness in the US dollar versus the euro partially offset headline performance. The United States, now representing […]
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