by cfm_admin | Mar 20, 2026 | General, Weekly Wrap
In a week that has been circled on calendars for months, the world’s four most closely watched central banks met in the same seven-day window for the first time since December 2021. The United States (US) Federal Reserve (Fed), the Bank of Japan (BoJ), the Bank of...
by cfm_admin | Mar 13, 2026 | Economic Updates, Weekly Wrap
Two weeks into Operation Epic Fury has seen the global energy market swing between severe supply shock and brief relief, before returning back to renewed pressure. The question asked by markets last week was, “How high will oil prices go?” This week the question has...
by cfm_admin | Mar 6, 2026 | Economic Updates, Weekly Wrap
Last week, we mapped out the scenarios should the United States (US) decide to embark on a military intervention in Iran. On 28 February 2026, our worst-case scenario became the baseline. The United States and Israel launched Operation Epic Fury – a coordinated strike...
by cfm_admin | Feb 27, 2026 | Economic Updates, Weekly Wrap
The most consequential geopolitical standoff in years is playing out in real time. Round three of nuclear talks between Iran and the United States (US) kicked off Thursday in Geneva, mediated by Oman, with US special envoy, Steve Witkoff, and Iranian Foreign Minister,...
by cfm_admin | Feb 20, 2026 | Economic Updates, Weekly Wrap
The United States (US) Federal Reserve (Fed) has dominated the conversation this week. The release of the January Federal Open Market Committee (FOMC) meeting minutes on Wednesday reinforced what markets have quietly suspected: the Fed is not in a hurry to make a rate...
by cfm_admin | Feb 13, 2026 | Economic Updates, Weekly Wrap
As we enter year two of the second Trump administration, the investment landscape looks nothing like what consensus expected on Inauguration Day. The prevailing bet back in January 2025 was straightforward – buy America, buy the dollar, and ride the deregulation wave....
