NEWSLETTER

The global economy continues to prove surprisingly resilient. This is despite three months of geopolitical tensions in the Middle East, which have pushed oil prices to around $100 per barrel ...

Last time we updated you with our quarterly outlook, we presented a constructive view of the global economy. True, there were ...

On Saturday, February 28, the United States and Israel launched a joint attack against Iran. In the following days, Tehran responded by ...

The year has turned, and as always, major players in the financial industry have rushed to publish their 2026 Outlooks. It is a bit like the January sales. Back in the ...

The current phase of the economic cycle shows signs of resilience, but also some elements that require close monitoring. To truly understand ...

The Great Financial Crisis (GFC) of 2008 shaped an entire generation of investors and policymakers. No, don’t worry – I am not about to ...

I was walking my dog one morning (named Nick, a male Italian Corso – photo 1) and, I found myself reflecting on how financial markets...

In recent weeks, geopolitical developments have dominated the spotlight. However, it is important not to lose sight of how key macroeconomic variables are evolving.

The economic data we observe on a daily basis can generally be divided into two distinct categories: hard data and soft data. Hard data are quantitative in nature, objective, measurable figures collected from official