Global Weekly Overview
Week of May 18 to May 22 A week marked by inflation pressures, rising rates, and mixed growth signals Markets are facing a more restrictive environment, with persistent inflationary pressures and rising interest rates. While some economies show resilience, others reflect a slowdown, amid ongoing geopolitical risks. United States Europe Japan China Argentina Brazil Mexico […]
Global Weekly Overview
Week of May 11 to May 15 A week marked by elevated inflation and mixed growth signals Recent data point to a backdrop of persistent inflation driven by energy and geopolitical tensions. Despite this, consumption remains resilient in some economies, while growth is losing momentum in others. United StatesInflation rises to 3.8% and PPI to […]
Global Weekly Overview
Week of May 4 to May 8 A week marked by inflation pressures and slowing activity Recent data point to a moderate growth environment with persistent cost pressures. Inflation driven by energy and geopolitical tensions continues to shape monetary policy decisions globally. United States Europe Japan China Argentina Brazil Mexico “Time is your friend, impulse […]
Markets: Stability with mixed signals
Week of April 27 to May 1 Stable rates, persistent inflation, and uneven growth define the week Markets reflect stability in monetary policy, but with increasing divergence in growth and inflation. The geopolitical backdrop continues to pressure expectations and limit global economic visibility. United States The Fed held rates at 3.5%–3.75% with an 8–4 split, […]
Markets: Stability with Underlying Risks
Week of April 20–24 Market stability, energy pressures, and mixed growth signals shaped the week. Markets remained stable amid signs of easing geopolitical tensions. However, risks related to energy, inflation, and slowing growth persist across regions. United States Stable markets and strong consumption. A resilient labor market and tariff refunds support the outlook, while the […]
Private Credit
An introduction to this asset class Private credit involves providing direct financing to companies outside the traditional banking system, with structures negotiated on a case-by-case basis. Its growth stems from post-crisis regulatory changes that limited banks’ ability to serve certain market segments, creating space for institutional investors and specialized managers to step in. Appeal and […]
Markets: Lower Volatility, Mixed Signals
Week of April 13–17 Lower volatility, persistent inflation, and mixed growth signals shaped the week. Markets experienced lower volatility amid expectations of easing geopolitical tensions. However, inflationary pressures persist alongside mixed growth signals across both developed and emerging economies. United States Lower volatility and the S&P 500 reached record highs. Moderate producer inflation and a […]
Markets: inflation, energy, and mixed signals
Week of April 6–10 Inflation, energy dynamics, and geopolitical tensions shape the global markets outlook. Markets are navigating a complex environment, with inflationary pressures tied to energy and ongoing geopolitical tensions weighing on growth prospects. The U.S. shows mixed signals, while Europe and emerging markets reflect slowing activity. United States Inflation rises on energy and […]
Markets: Inflation, Oil, and Slowdown
Week of March 30 to April 3 Inflation, energy dynamics, and mixed growth signals shaped global markets. Markets reflect a complex environment, with inflationary pressures, geopolitical-driven volatility, and mixed growth signals. The U.S. remains resilient, while Europe faces higher costs and emerging markets show signs of slowdown. United States A quieter week, but with mixed […]
Global Outlook: Inflation, Rates, and Conflict
Week of March 23–27 Markets faced a week marked by geopolitical tensions and inflationary pressures. While the U.S. shows labor market resilience, Europe and Japan present mixed signals, and emerging markets like Mexico face challenges in growth and inflation. United States Negotiations with Iran remain stalled despite a temporary truce. Manufacturing PMI hits an 11-month […]
