Independent Expert Views & Market Analysis

Qualitative insights on global financial markets without price data. We focus on scenarios, risks, and structural trends.

Market Overview

Qualitative indicators without numerical data — only directions and trends.

Explore our thematic modules for in-depth analysis without numerical forecasts.

Economics

Analysis of global economic patterns, growth expectations, and policy trajectories without specific forecasts.

Rates

Qualitative exploration of central bank paths and rate environments across major economies.

Risk

Assessment of systemic vulnerabilities, sentiment shifts, and structural market tensions.

Equities

Narrative analysis of sector rotation, valuation debates, and positioning trends.

Examination of cross-border capital dynamics and currency positioning without price targets.

Digital

Qualitative insights on digital asset adoption, regulatory evolution, and ecosystem developments.

Independent analysis emphasizing scenarios and probabilities, expressed qualitatively.

Base scenario: Moderate slowdown with increased dispersion across regions.

Probability: Likely

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Base scenario: Prolonged period of higher nominal levels.

Probability: Medium to high

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