Monthly Financial Market Update – February 2026
Global Macroeconomic Review The U.S. economy in February 2026 showed moderate but resilient expansion, though growth continued to cool from mid-2025 momentum. S&P Global Composite PMI eased to around 52 points, marking the slowest pace of expansion…
Monthly Financial Market Update – January 2026
Global Macroeconomic Review The U.S. economy entered 2026 with a mixed but resilient outlook, supported by solid growth momentum alongside cooling labour and inflation dynamics. Economic activity remained firm, sustaining stronger Q2’2025, with real GDP…
2026 Economic & Market Outlook – From Stabilization to Sustainable Growth
Executive Summary The global economy in 2025 demonstrated resilience despite renewed trade tensions, geopolitical conflicts, and persistent inflationary pressures. The return of President Trump to office triggered successive tariff measures that elevated…
Monthly Financial Market Update – November 2025
Global Macroeconomic Review The U.S. economy in November 2025 operated under heightened uncertainty due to missing official data following the 43-day federal government shutdown. The disruption delayed the release of key indicators—including the full…
Monthly Financial Market Update – October 2025
Global Macroeconomic Review The U.S. economy in October 2025 presented a mixed picture, as moderate labor market gains contrasted with signs of cooling demand. Private payrolls rose by 42,000 jobs, marking a rebound after two months of contraction,…
Monthly Financial Market Update – September 2025
Global Macroeconomic Review The U.S. saw soft labor growth but strong GDP, prompting a 25bps Fed cut as inflation stayed above target. The U.K. faces sticky inflation and weak labor demand, keeping the Bank Rate at 4.0%. The ECB paused rates, upgraded…
Monthly Financial Market Update – July 2025
Global Macroeconomic Review The U.S. labor market showed clear signs of slowing in July, with employers adding just 73,000 jobs, well below expectations, while May and June payrolls were revised downward by a combined 258,000. The unemployment rate…
Monthly Financial Market Update – June 2025
Global Macroeconomic Review United States: The US Labor markets have begun showing unmistakable signs of fatigue, with employers adding a disappointing 139,000 jobs in May, falling well short of market expectations. More troubling still, over 600,000…
Monthly Financial Market Update – May 2025
Global Macroeconomic Review United States:The US Federal Reserve maintained a cautious monetary stance throughout the period, holding its benchmark interest rate steady at 4.25%-4.50% as policymakers navigated complex economic crosscurrents. This…
Monthly Financial Market Update – April 2025
Global Macroeconomic Review United States:The U.S. economy presented a paradox in April 2025. A rare month-on-month CPI decline of 0.1% for March was observed—the first drop since May 2020—driven by a 6.3% fall in gasoline prices and a 5.3% drop in…
