Germany: Better than sentiment suggests

By: Dr Stefan Hoops, Vincenzo Vedda

Recent growth figures, leading indicators and financial market signals suggest that Germany's economy is performing better than prevailing sentiment implies.

German equities reversed amid geopolitical tensions

By: Hansjoerg Pack

After a resilient start to 2026, rising tensions in the Middle East drove elevated volatility across global markets, impacting equities, energy, and rates through the quarter.

From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

French fatigue, not a Euro crisis

France has a spending problem for which its political parties have so far offered no solutions. We do not see a euro crisis in this; the markets could even take some of the work off the ECB’s hands.

Frank Kelly’s Week Ahead | April 5, 2026

By: Francis (Frank) J. Kelly

From potential changes to quarterly reporting and rising scrutiny of prediction markets, to central bank activity and escalating geopolitical risks, we outline what’s on the regulatory and geopolitical agenda—and what markets are watching this week.

Frank Kelly’s Special Update | March 16, 2026

By: Francis (Frank) J. Kelly

The Justice Department’s decision to appeal the court’s harsh ruling quashing subpoenas as part of their investigation of Chair Jay Powell is likely to present two outcomes markets have not focused on yet.

Frank Kelly’s Geopolitical Week Ahead | June 7, 2026

By: Francis (Frank) J. Kelly

Iran and Israel re-escalate fighting while U.S.-Iran talks hit a wall, Xi Goes to North Korea, Peru presidential election too-close-to-call as Columbia readies for run-off vote, and central banks begin new struggle with rates

Frank Kelly’s Geopolitical Week Ahead | June 28, 2026

By: Francis (Frank) J. Kelly

The U.S. and Iran negotiations suspended as fighting resumes, Japan’s prime minister goes to India, the first tri-lateral USMCA negotiations begin, and central bankers gather in Portugal

Frank Kelly’s Geopolitical Week Ahead | July 5, 2026

By: Francis (Frank) J. Kelly

Turkey hosts the NATO summit, Trump calls Putin to spark new Ukraine war peace talks, and Iran buries the Ayatollah.

Frank Kelly’s Geopolitical Week Ahead | July 26, 2026

By: Francis (Frank) J. Kelly

Markets struggle to understand where the US-Iran war is heading, world leaders gather in Washington for Senator Graham's funeral, Keiko Fujimori becomes Peru's president, and a big week for central banks and earnings.

Frank Kelly’s Geopolitical Week Ahead | July 19, 2026

By: Francis (Frank) J. Kelly

U.S.-Iran tensions escalate, Lebanese President Joseph Aoun meets with President Trump, prediction markets get a hard look in the House, and Trump’s tariffs face expiration, and the European Central Bank and People's Bank of China announce interest rate decisions.

Frank Kelly’s Geopolitical Week Ahead | July 12, 2026

By: Francis (Frank) J. Kelly

U.S.-Iran clashes resume, Andy Burnham prepares to become the U.K.’s next prime minister, Ukraine’s allies gather in Paris, and Fed Chair Kevin Warsh delivers his first economic report to Congress.

Frank Kelly’s Geopolitical Week Ahead | January 26, 2025

By: Francis (Frank) J. Kelly

Will the Trump Tariffs on Canada, Mexico, and China begin this week? Rubio Goes to Latin America, U.S. Senate confirmation hearings continue, and a big week for Central Banks.

Frank Kelly’s Geopolitical Week Ahead | February 9, 2025

By: Francis (Frank) J. Kelly

The AI Action Summit convenes in Paris, Trump meets with Indian Prime Minister Modi as Secretary of State Rubio meets with EU foreign ministers, and Powell goes to Capitol Hill.

Frank Kelly’s Geopolitical Week Ahead | February 22, 2026

By: Francis (Frank) J. Kelly

Trump’s tariff blow-up, U.S.-Iran tensions spike, Germany’s Merz visits Beijing, Mexican military moves on cartels, and markets await Nvidia’s earnings and central bank speeches