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IMF warns Middle East conflict could add 40 bps to global inflation, and some central banks are likely to pause monetary easing

IMF warns Middle East conflict could add 40 bps to global inflation, and some central banks are likely to pause monetary easing

This will happen if the current regional conflict drives oil…

A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC

A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC

“Sell America, Buy Asia” trade interrupted as oil and war risk reset the outlook

“Sell America, Buy Asia” trade interrupted as oil and war risk reset the outlook

Wall Street goes “haven first” as Middle East tensions rattle risk appetite

Wall Street goes “haven first” as Middle East tensions rattle risk appetite

Two-speed China: exports fly, corporate profits lag

Two-speed China: exports fly, corporate profits lag

The 2026 global outlook: Stability meets “hidden” friction

The 2026 global outlook: Stability meets “hidden” friction

Borrowing private credit is getting easier…

Borrowing private credit is getting easier…

Corporations drive GCC debt to records as sovereigns tap the brakes

Corporations drive GCC debt to records as sovereigns tap the brakes

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