News & Views

This week’s Weekly Market Review highlights a more cautious tone across global markets as equities moved lower amid rising geopolitical tensions in the Middle East. We also look at the unexpected rise in Eurozone inflation, the sharp surge in oil prices driven by concerns around energy supply routes, and the latest policy signals from central banks. In addition, we explore the EU’s new long-term emissions target and the key economic data releases investors will be watching i

2025 marked an inflection point for the global economy. Markets navigated geopolitical tension, US trade shocks and political uncertainty, yet proved resilient amid easing monetary policy, strong earnings and AI enthusiasm. Volatility peaked around April’s tariff turmoil before a broad recovery took hold. As growth slows modestly into 2026, investors face a world shaped by shifting alliances, technological transformation and persistent uncertainty—where discipline, perspectiv