Markets confront new uncertainty after U.S. strike on Iran
Geopolitical risk returns as markets weigh Iran escalation, energy disruption and central bank caution following U.S. attacks on nuclear sites.
Former Belgian PM Leterme questions NATO’s 5% defense push
Just two weeks ahead of the NATO summit in The Hague, former Belgian Prime Minister Yves Leterme has sharply criticized the alliance’s proposed five-percent-of-GDP defense target, calling it a “collective irrationality” that risks overwhelming European decision-making.
Inflation forces a generational rethink among investors
After more than thirty years of falling rates, globalization and passive dominance, a new era is forcing investors to rethink the rules.
Germany votes: a return to the 1930s or stability of the 1990s?
Around 60 million Germans are eligible to vote in Sunday’s national parliamentary elections. For decades, German elections have been predictable and uneventful, but this time, much more is at stake—far beyond just the composition of the Bundestag.
Capital Group sees global champions as key to navigating uncertain times
In an uncertain macroeconomic environment, global asset manager Capital Group is focusing on identifying ‘Global Champions’ across sectors to position client portfolios for long-term success.
Trump’s opening moves set tone for US inflation
Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?
Trump’s second term
Trump’s second term promises lower taxes, market-friendly policies, and bold trade moves, but risks with Russia, China, and inflation could shape global markets profoundly, write Han Dieperink in his latest column.
A ‘structural’ Trump could be even more challenging for Europe
As Europe braces for Trump’s return, Bill Campbell at Doubleline warns of a ‘Terrible Trifecta’ of political, economic, and external pressures disrupting global order in 2025
Saxo sees demise of Opec, Nvidia rally, and 3D-printed hearts
In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.
Saudi spare capacity, shale hopes keep oil prices in check – but for how long?
The oil market is on tenterhooks as the conflict in the Middle East escalates, with much hinging on Israel’s next move in response to Iran’s recent missile attack. While oil prices have risen, the market remains surprisingly calm, despite the looming threat of supply disruptions.