Economic insights

Our experts regularly share their insights and forecasts, make evaluation and analysis on fresh statistics, explain economics and financial markets changes and tendencies in simple and understandable way.

Financial markets update

2024

July: As expected, not so much
June: Strong earnings fuels market optimism
May: The Long‑waited breather
April: Equity markets set convincing new highs
March: The great rate hangover
February: Dancing on the edge of irrational exuberance?
January: Jay the Santa

2023

December: November shines bright
November: Bond yields continue their march up
October: September arrives with a gust of wind
September: Markets cooled on the sugar highs
August: Inflation sinks as bulls don’t blink
July: Central bank actions impacting market sentiment
June: Walking the Tightrope
May: Sailing the calmer waters – for now
April: Navigating a turbulent global economy
March: The winter of European discontent has passed
February: New Year brings more cheer
January: Central banks have played Grinch this Christmas

2022

December: Inflation started cooling down
November: The prime minister resigns, long live the prime minister
October: A bunch of challenges remains in the markets
September: The message is clear – FED maintains restrictive monetary policy
August: Despite all turbulences in the political environment, markets rallied
July: Accelerated inflation – the headache for Central Banks
June: Large swings in equity indexes test investors’ patience
May: Central banks are pressured to raise rates
April: Markets shrugged off first rate hike in US
March: Markets reacted to the military conflict in Ukraine
February: Markets took a breather after a great run in 2021
January: 2021 – year of COVID waves, record high stock market indexes and not exactly “transitory” inflation

2021

2020

2019

Economic Outlook

Financial markets update