
Soft Landing vs. Low Growth: The Muddle Through Scenario Markets Keep Choosing
Global markets have spent much of 2025 debating whether the world economy is headed for a soft landing or something less reassuring. Inflation has eased,

Global markets have spent much of 2025 debating whether the world economy is headed for a soft landing or something less reassuring. Inflation has eased,

The US dollar sits at the center of the global financial system, but its influence extends far beyond US borders. A large share of dollar

Global financial markets often react to headlines, but deeper signals of risk appetite move more quietly. One of the most revealing is cross border bank

The market landscape of 2025 has delivered a combination that often confuses investors. Equity markets have posted strong gains while the US dollar has moved

For much of the past decade, central bank communication was one of the most powerful drivers of global markets. A single sentence in a policy

Strong US economic data has been a recurring theme in 2025. Growth has exceeded expectations, consumer spending has remained resilient, and recession fears have faded.

Global economic forecasts for 2026 are increasingly shaped by forces that receive less attention than interest rates or inflation. While headline indicators suggest moderate growth,

The global economy in 2025 has settled into an unusual balance. Growth has avoided a sharp downturn, yet it has not regained the momentum seen

Periods of global economic slowdown tend to expose the strengths and weaknesses of the financial system. As growth cools, trade softens, and investment slows, markets

The global economy is more fragmented than it has been in decades. Trade blocs are hardening, geopolitical tensions are reshaping supply chains, and policy priorities