Global Macro Pulse

Global equity markets have generally been buoyant this year. Their sector-specific performance, moreover, chimes with the notion that global growth is moderating, but not slumping. Cyclically-sensitive sectors such as basic materials and consumer goods have certainly underperformed, while defensive sectors… Continue reading

One of the issues that has attracted considerable hostility from fringe parties in Europe in recent months is the energy transition. While that transition is clearly crucial for long-term sustainability and climate goals, there is much disagreement about the policies that are being enacted to… Continue reading

A Fed easing narrative has been re-energized over the past few days largely thanks to a slightly weaker than expected US CPI report last Wednesday but, more generally, because of a battery of weaker-than-expected US data over the past couple… Continue reading

In the ever-evolving world, the art of forging genuine connections remains timeless. Whether it’s with colleagues, clients, or partners, establishing a genuine rapport paves the way for collaborative success. Continue reading

Challenges in business are a given, but it’s our response to them that defines our trajectory. Looking beyond the immediate obstacle, there lies a realm of opportunity and learning. Continue reading

The magic that emerges from effective collaboration is undeniable. When diverse minds converge with a shared purpose, the results can be transformative. Continue reading