In the Media



Global market overview


  • Sticky Inflation

    Global inflation is easing toward 3.4% (down from 3.9% in 2025), but remains “sticky.” Central banks (Fed, ECB, BoE) are approaching the end of their easing cycles, with further rate cuts likely to be “closer calls.”

  • Geopolitical Turbulence

    Markets are closely monitoring the fallout from the US intervention in Venezuela and the capture of President Maduro, which initially caused ripples in energy and defense stocks.

  • The “AI Divide”

    The “AI Divide”: Markets are increasingly split between companies successfully integrating AI (which see massive capital expenditure) and the “non-tech” sectors which face softer demand.



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