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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. […]
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Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly...
26 January 2026
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Download Real Estate and the Trump Playbook: Why property could be the next political trade While much of the political...
22 January 2026
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Iran – Protests and barrels Following widespread protests across the country, the Iranian regime has effectively shut down most communications...
19 January 2026
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2025 delivered big macro headlines, yet markets stayed unusually calm, with volatility only briefly flaring around events like “Liberation Day”...
13 January 2026
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Venezuela – Leadership change, oil on focus The United States conducted a targeted raid on Saturday, 3rd January 2026, aimed...
12 January 2026
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Central Banks: BoE, ECB, BoJ – One cut, one hold, one hike Last Thursday, three major central banks delivered policy...
22 December 2025
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United States – Fed Focus Shifts to Labour… and Liquidity Last week, the Federal Reserve delivered a widely expected 25...
15 December 2025
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Despite continued political and macro uncertainty in 2025, the core thesis on financials has been validated in both Europe and...
10 December 2025
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United States – One more cut while waiting for the new Chair This Wednesday the Fed is set to cut...
8 December 2025
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April 2, 2025 (Liberation Day) marked the major turning point for markets: once the rules of the game became clearer,...
3 December 2025
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UK Budget – Backloaded consolidation, event cleared Last Wednesday, Chancellor Reeves presented her budget after it was leaked by the...
1 December 2025
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