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2025 moved from early-year volatility to a more stable regime as markets adjusted to the new U.S. policy mix and...
25 November 2025
Keep readingOver the last few months the global economy has held up thanks to strong U.S. fiscal stimulus and widespread deficits...
24 November 2025
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Ukraine – A new peace plan Last week, a new 28-point peace proposal for Ukraine emerged, floated by US and...
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United States — Shutdown ends, FED still flying blind Last Monday, eight moderate Senate Democrats joined Republicans to pass a...
17 November 2025
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United States — Record shutdown, data blackout deepens With no agreement signed, the US government shutdown has become the longest...
10 November 2025
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FED – Easing but surprisingly hawkish Last week, the Federal Reserve (FED) cut rates by 25 basis points as expected,...
3 November 2025
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Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks....
29 October 2025
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US, Russia, and Ukraine – New sanctions, old stalemate Last week, the United States tightened sanctions on Russian oil exports,...
27 October 2025
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Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown...
22 October 2025
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Dispatch from Washington – Takeaways from IMF annual meetings We spent the week in Washington DC for the IMF Annual...
20 October 2025
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France — Postponing a necessary adjustment French Prime Minister Lecornu resigned less than a month into the job, catching markets...
13 October 2025
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Financial Repression – The elephant in the room Public debt has surged to 100% of GDP, with governments unable to...
6 October 2025
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