1. Global Central Bank Tightening: A Warning for Equities?
Global monetary policy is shifting towards tighter conditions, raising questions about the outlook for equity markets. Historically, similar tightening cycles have coincided with periods of increased market volatility.
What could this shift mean for equities in the months ahead?
2. AI, Employment and Inflation: A Changing Economic Landscape
Artificial intelligence is increasingly shaping the relationship between productivity, employment and inflation. With labour market pressures easing, technological advances could have important implications for future inflation trends.
Could AI help sustain economic growth while keeping inflationary pressures contained?
3. Oil Markets: How Low Can Inventories Go?
Global oil markets face an increasingly complex supply backdrop, with declining inventories raising questions about future market conditions.
As supply dynamics evolve, what could tighter inventories mean for oil prices and the broader economic outlook?
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