Global Growth Resilience Tempered by Rising Risks Global growth exceeded expectations in Q1 2026, supporting the soft-landing narrative as inflation eased and economic activity surprised on the upside. AI-related capital expenditure remained exceptionally strong, fiscal support continued to underpin demand, and US business confidence improved for the first time in over a year. US Q1 […]
Middle East Conflict Reshapes the Global Economic Landscape March 2026 was marked by escalating tensions involving the US, Israel, and Iran. Airstrikes targeting Iranian oil infrastructure, coupled with disruptions near the Strait of Hormuz, drove Brent crude prices sharply higher, well above levels seen earlier in the year. Global equities came under notable pressure, with
Global Markets: AI Concerns Drive Rotation Away from US Growth Global equity markets delivered modest gains in February, with the MSCI World Index rising +0.7% MoM, despite a –0.8% MoM decline in the S&P 500. A key theme was the continued rotation away from US growth stocks toward global value shares. Value outperformed meaningfully, advancing
February 26 Update Read More »
Global equity markets began 2026 on a positive footing, with the MSCI World Index rising +2.2% in January, although returns masked a pronounced rotation in market leadership. Value stocks significantly outperformed growth, with the MSCI World Value Index gaining +4.7% MoM while the MSCI World Growth Index declined –0.3% MoM. Earnings season contributed to volatility
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