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Category Archives: Uncategorized
From Portugal to Turkey: A Look at the Diverging Economic Fortunes of 2025
A great piece from The Economist ranking the performance of global economies. Here is a concise summary. Despite fears of a trade-war-induced recession, the global economy proved resilient in 2025. With global GDP growth steady at 3% and unemployment remaining … Continue reading
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Global Risk Monitor: Week In Review – Dec 5
Global risk sentiment stayed constructive this week despite a sharp back-up in global bond yields and lingering growth concerns. Higher long-end yields across 19 bond markets—led by a 27 bp rise in Canada—coincide with markets pricing an 80–90% chance of … Continue reading
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Global Risk Monitor: Week in Review – Nov 28
KEY ISSUES Silver surged 13% for the week and is now up over 90% year-to-date—vastly outperforming Bitcoin, which is down 3% on the year. Eurozone banks climbed 5% during the week and are now nearly 70% higher year-to-date when accounting … Continue reading
Productivity of the World’s Largest Economies
More than Luck of the Irish!
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Global Risk Monitor: Week In Review – Nov 21
Global markets navigated a risk-off week marked by renewed doubts over the durability of the AI-driven equity rally, rising volatility, and shifting expectations for a December U.S. rate cut. Strong corporate earnings failed to offset investor concerns about inflated tech … Continue reading
The Not So Fabulous 7
Nvidia endured a sharp and unsettling 8% reversal today, and when combined with Bitcoin’s continued slide, the pressure spread quickly across the broader market. By the close, the S&P 500 had fallen 3.5% from its intraday high, marking a swift … Continue reading
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The Fab 7 + 1 GPS
The following table shows notable divergence among the major tech names. Apple is sitting just 1.8% below its peak, placing it within striking distance of a new record. In contrast, both Meta and Oracle are firmly in bear-market territory, each … Continue reading
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Global Macro Monitor 