March 2026 marked a sharp inflection point for global markets, as geopolitical developments overwhelmed economic fundamentals. The escalation of the U.S.–Iran conflict and the effective closure of the Strait of…
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Global February 2026 delivered a complex and eventful month for global markets. Despite heightened geopolitical tensions; including U.S.–EU tariff brinkmanship over Greenland, escalating U.S.–Iran tensions, and ongoing instability in Venezuela;…
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Global markets entered 2026 on a more cautious but broadly constructive footing. January was characterized by heightened geopolitical and policy uncertainty, balanced against resilient economic data and improving inflation trends.
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2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…
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In November 2025, the global economy grew at a subdued ~2.3%, weighed down by trade tensions, policy uncertainty and geopolitical risks. The US exhibited resilience (≈2% GDP) despite a prolonged…
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October 2025 delivered moderate gains across global equity markets. The S&P 500 rose 2.27%, led by mega-cap technology stocks benefiting from strong earnings and AI-driven growth.
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September 2025 turned out to be a notably positive month for global equity markets. The S&P 500 rose approximately 3.6%, buoyed by strong gains in mega-cap growth stocks centered in…
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August 2025 was a strong month for the U.S. stock market, with the S&P 500 rising approximately 1.9% and hitting multiple record highs. The Dow Jones Industrial Average outperformed with…
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In July 2025, global markets experienced notable activity influenced by trade developments, strong corporate earnings, and tariff policy changes across major economies such as the US, UK, and China.
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In June 2025, U.S. equity markets soared to record highs, powered by robust tech and AI stocks, improved corporate earnings, and easing trade frictions. However, investor sentiment was tempered by…
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