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24 June 2026

Market Report

Growth Momentum Meets Growing Uncertainty

Markets are entering a more selective phase, where strong headline performance is being tested by deeper structural pressures

27 May 2026

Market Report

Liquidity, Inflation, and the Return of Volatility

The recent rally in equity markets despite geopolitical and economic stress, is a clear indicator of late-cycle dynamics

29 April 2026

Market Report

Markets under pressure

Rising geopolitical tensions in the Middle East are amplifying financial and macroeconomic stress.

24 March 2026

Market Report

Navigating Change: Markets Balance Risks and Opportunities

A recent ruling by the US Supreme Court has limited certain aspects of President Trump’s tariff authority.

04 March 2026

Market Report

Global markets are entering a late cycle-phase

Global markets are entering a late-cycle phase marked by rising financial fragility and policy constraints.

27 January 2026

Market Report

Structural Shifts Redefine Global Markets Heading Into 2026

Major banks' outlooks for 2026 are cautiously optimistic regarding growth

24 November 2025

Market Report

Developments in Financial and Commodity Markets

China's stimulus-driven monetary expansion is temporarily stabilising US credit markets.

22 October 2025

Market Report

Developments in Financial and Commodity Markets

In a recent speech, President Xi Jinping outlined his vision for global governance alongside new policies aimed at attracting foreign capital.

12 June 2025

The Sharp Perspective

Is silver’s pent-up bullishness ready to be unleashed?

As US President Donald Trump plays havoc with global trade there is a risk that other countries stand up to Trump and the currently dire situation deteriorates

12 May 2025

The Sharp Perspective

Gold prices are now consolidating

During April, gold set a new high at $3,500 per oz

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