Jul 15, 2026
And in the blink of an eye, we have passed the halfway mark of 2026! Global markets have been defined thus far by persistent AI hardware rallies, renewed conflicts disrupting energy markets, and shifting central bank interest rate policies. Major equity indices have...
Jun 22, 2026
We started last week with breaking news of a peace deal agreement in place between the US and Iran. The deal is said to be officially signed on Friday, but a week seems to be an unusually long time in politics. After more than 100 days since the war started, it’s a...
May 18, 2026
April illustrated how quickly global markets can pivot when geopolitical risks appear to stabilise, even if underlying macroeconomic uncertainties remain unresolved. This month’s newsletter explores the key market developments during the period, together with the...
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