Economic Outlook and Summary August began with markets hoping that the Iran ceasefire might still be salvageable. It ended with that hope gone. The June 14 truce had been fraying...
August 2026 Outlook Economic Outlook and Summary July opened with the Iran ceasefire already fraying and ended with it in tatters. The June 14 truce and its 14-point memorandum barely...
Economic Outlook and Summary June closed with the Iran ceasefire holding, but it has done little to deliver the “return to normal” promised in the headlines. The February 28 outbreak...
May Recap: Ceasefire Rumours and a Stubborn Fed May was the month the Strait of Hormuz dominated every asset class, every headline, and every trading desk. The Iran war that...
Economic Outlook and Summary Oil and gold prices surged, 10-year government bond yields climbed, and the US dollar rallied across the board due to safe-haven demand. The S&P 500 dropped...
Economic Outlook and Summary Oil and gold prices surged, 10-year government bond yields climbed, and the US dollar rallied across the board due to safe-haven demand. The S&P 500 dropped...
Economic Outlook and Summary February delivered the geopolitical shock markets had been quietly dreading. In the final hours of the month, the United States and Israel launched “Operation Epic Fury,”...
Economic Outlook and Summary December delivered its usual mix of end-of-year central bank meetings to a shrinking pool of interested observers, as many traders and desks had closed their books...
Economic Outlook and Summary September brought the first Fed rate cut in 2025, which led to analysts and economists re-evaluating the forecasts for US interest rates for the next six...
Economic Outlook and Summary June turned out to be more bark than bite. Markets braced for tariff fallout, Fed pivot signals, and a growth scare—but what they got was a...
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