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US horizon
US earnings remained strong despite geopolitical uncertainty, with growth broadening beyond mega-cap tech as most S&P 500 sectors delivered solid revenue gains.
BoE
Central banks are split as geopolitical tensions disrupt energy supply, raise inflation risks and weaken growth, complicating the outlook for global interest rates.
London cityscape with Houses of Parliament and Big Ben tower
UK gilts are shaped by political uncertainty, energy-driven inflation and shifting BoE rate expectations, leading to price swings and selective opportunities for investors.
Old city of Budapest,
Find out how Hungary’s historic election ending Viktor Orbán’s 16-year rule could reset EU and Russia ties, realign policy and reshape market expectations.
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It's a multipolar world out there now, with national security taking precedence over economic efficiency.
US and Iran flag
Global markets have staged a relief rally following this week’s ceasefire between the United States and Iran, although attention will soon shift to whether the calm will hold.
shutterstock_2700985045
Global markets reel as Iran conflict, energy price shocks and AI disruption reshape inflation, central bank policy and equity performance in Q1 2026.
Sunset over city skyline
Markets have been jolted by the Iran conflict, but could Trump’s more conciliatory tone mark a turning point? Learn how shifting rhetoric, bond yields and energy prices are shaping investor sentiment.
shutterstock_704695771
Energy price increases have renewed inflation pressures, but how will they shape interest rates? Learn more about the Fed, BoE and ECB are responding.
Petrol pump
Discover how Middle East tensions, the Strait of Hormuz blockade and diversified energy supply chains impact markets and investor resilience.

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