30 March 2026
Volatility Demands Visibility: Why markets need more data, less noise in these times – Download Chart of the week
The Market Place – Download Market Data
- Energy geopolitics has flipped the US macro-outlook back toward inflation risk and tighter monetary policy.
- The UK faces a stagflationary squeeze – weak growth alongside resurgent inflation pressures.
- Europe is entering a stagflationary environment with policy constraints – tightening into weak growth.
- China is managing a controlled slowdown while navigating trade tensions and external shocks. Japan is vulnerable to imported inflation and currency instability from the energy shock.