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UK: Political Uncertainty Shakes Markets Drama erupted last Wednesday as fears mounted over Chancellor Reeves potentially resigning and taking the...
7 July 2025
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The global macroeconomic backdrop today appears complex but not without some positive signals. On one hand, there are still signs...
2 July 2025
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Middle East: A Ceasefire Plunges Oil After the U.S. unleashed massive bunker-buster strikes on Fordow, Natanz, and Isfahan on June...
30 June 2025
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FX Impact and Regional Divergences Shape YTD Equity Performance As of June 20, 2025, the S&P 500 posted a +2%...
25 June 2025
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As we approach the midpoint of 2025, the global economic outlook appears increasingly challenging. The first half of the year...
24 June 2025
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Middle East – U.S. enters war The U.S. joined the war over the weekend, launching airstrikes on Iranian nuclear sites...
23 June 2025
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Download The rapid growth of computing demand, driven especially by AI workloads, is making data centers one of the fastest-growing...
19 June 2025
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Middle East – Rapid Escalation Last Friday, Israel launched “Operation Rising Lion,” deploying around 200 jets to target Iranian strategic and nuclear...
16 June 2025
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ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its...
9 June 2025
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Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the...
3 June 2025
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A Historic Turnaround – A Deep Dive into the April–May 2025 Recovery April and May 2025 delivered one of the...
28 May 2025
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