by cfm_admin | Aug 21, 2026 | Weekly Wrap
Global markets have spent much of the past decade shaped by central bank forward guidance, gradual rate adjustments, and flexible inflation targets. That era, however, is rapidly coming to an end. As central bankers prepare for the annual economic symposium in Jackson...
by cfm_admin | Aug 14, 2026 | Weekly Wrap
The economic data released across five major economies this week told a single story in five different languages. The United States (US), United Kingdom (UK), eurozone, China, and South Africa are not experiencing separate economic trends, they are all in the same...
by cfm_admin | Aug 7, 2026 | Weekly Wrap
The United States (US) Dollar Index (DXY) has fallen to a near seven-week low, sitting just below 100, a move that cannot be attributed to a single event – it came from several forces converging simultaneously. The US Federal Reserve (Fed), Japan’s currency...
by cfm_admin | Jul 31, 2026 | Weekly Wrap
United States (US) Artificial Intelligence (AI) stocks have entered a new phase and the market is starting to notice. For two years the investment thesis was simple: anything with AI in the narrative was a buy, capital expenditure (capex) was a signal of commitment...
by cfm_admin | Jul 24, 2026 | Weekly Wrap
The Iran conflict began as a United States (US)-Israel military operation against a single state actor on 28 February. Nearly five months later it has acquired a regional architecture that makes resolution considerably more complicated. This week the Houthis,...
