Sep 04, 2024

Heavy political agenda to test global economic resilience once more. Global growth bottomed out in H1, but the global manufacturing sector is still in excess supply, and demand remains sluggish especially in the Eurozone.

Aug 02, 2024

Eurozone’s OK growth numbers, the big US dollar depreciation idea and an earnings season full of what ifs

Jul 30, 2024

Oceans play a critical role in keeping our climate stable and our world livable. They regulate global temperatures, taking in solar energy and distribute heat around the globe via ocean currents.

Jul 25, 2024

Fed preview, EM currency outlook and Vietnam eyes the “market economy” prize

Jul 23, 2024

Though demand for metals is skyrocketing, uncertainty, price volatility and CAPEX needs make companies very cautious. According to the International Energy Associations (IEA)’s stated policies scenario (STEPS), demand for metals could double (even triple if we take the Announced Pledges Scenario (APS), which take for granted the fact that governments will reach all announced goals).

Jul 18, 2024

Business insolvencies up again, markets pricing in a Trump win but forgot inflation, and shipping costs soaring ahead of trade frictions