Global growth faces mounting pressure: US shutdown and UK fiscal tightening rattle confidence, EU braces for geopolitical risks, China and Japan stumble economically, while commodity shifts and diplomatic moves heighten global uncertainty.
11 Nov 2025
Another warning signal for financial markets
Global growth faces mounting pressure: US shutdown and UK fiscal tightening rattle confidence, EU braces for geopolitical risks, China and Japan stumble economically, while commodity shifts and diplomatic moves heighten global uncertainty.
3 Nov 2025
Could the profile of capital allocation in the US change going forward
Global markets rode a wave of cautious optimism as the Fed’s rate cut and easing US-China tensions buoyed sentiment, while Europe and the UK paused amid disinflation and weak growth; geopolitical risks from Gaza and oil markets kept volatility high.
27 Oct 2025
Gold’s decade-long rally now rivals the S&P 500
Global markets navigated a complex web of political gridlock, modest economic resilience, and shifting trade dynamics, with China’s growth surprising on the upside while the US and Europe grappled with fiscal and institutional strains.
21 Oct 2025
Equities like cutting cycles
The rest of the world is feeling the ripple effects of developed-market policy and geopolitical shifts; in effect, markets are beginning to price in structural rather than purely cyclical risks — making broad diversification and macro-hedges more relevant.
14 Oct 2025
A Tale of Two Markets
Global markets faced heightened volatility as US political dysfunction and China trade tensions, UK fiscal uncertainty, EU energy and trade reforms, Middle East ceasefire easing oil risk, and Japan’s political instability combined with rising gold, reflecting broad economic and geopolitical uncertainty.
6 Oct 2025
The UK’s stormy power market
Global markets balanced political and economic uncertainty: US shutdown and UK weakness contrasted with EU tech resilience, China stimulus, and tentative Middle East peace, prompting cautious optimism.
30 Sep 2025
Beyond the Magnificent7
Global debt hits a record $337.7 trillion. The Institute of International Finance reported that total global debt rose by approximately $21 trillion in first half 2025, driven by loose financial conditions, a weaker US dollar, and accommodative monetary policies, pushing the debt-to-GDP ratio above 324%.
