Structural Analysis: Monetary Expectations and Asset Class Dispersion Date: Monday, December 1, 2025 I. Monetary Policy and Global Interbank Dynamics The Federal Reserve's observed stance remains within the established range, with the Fed Funds Rate Effective  registering 3.88%  as of the reporting date, denoting a minor +2 basis point (bps) appreciation  over the prior month [5]. This stability contrasts with the persistent forward pricing of an imminent easing cycle across

Structural Liquidity and Asset De-risking Date:  Monday, November 24, 2025 I. Global Liquidity and Interbank Funding Rates The current environment continues to reflect significant fragmentation in the cost of credit across key global jurisdictions, juxtaposed with forward expectations of monetary easing in the US. Benchmark Index Current Rate Date of Fix Jurisdiction Source Fed Funds Rate Effective 3.88% 24-Nov-25 United States [5] 1M Term SOFR 3.954% 24-Nov-25 United States

The Illusion of Stability: Policy Rates, Credit Expansion, and the Fiat Mirage The market's persistent reliance on centrally planned monetary accommodation has driven forward rates into territory that is structurally misaligned with the economic reality of credit risk and inflationary pressure. The current environment is a predictable consequence of discretionary monetary intervention, creating a financial landscape defined by artificially low capital costs  and signaling the

WEEK OF OCTOBER 20, 2025 A Decelerating Global Rate Cycle Meets UAE's Exceptional Liquidity The global financial landscape this week reaffirms the bifurcation of capital flows , with policy-sensitive Western markets embedding aggressive rate cuts while commodity-backed regional economies maintain superior liquidity and lending stability. The fundamental thesis of the 2025 de-rate cycle  continues to unfold, providing a sustained tailwind for asset valuations and structured de

For the week beginning October 6, 2025 , markets experienced strong growth in global equities, supported by continued market consensus...