Date:  Monday, December 29, 2025 I. 2025 Global Macroeconomic Recap The 2025 economic landscape was characterized by a gradual moderation in inflation and divergent growth paths across major economies. Growth Outlook:  Global real GDP growth is estimated at 3.0%  for 2025. Advanced economies faced a sharper slowdown, averaging 1.5%  growth. Inflationary Trends:  Global headline inflation is projected to have fallen to 4.2%  in 2025 from 5.7%  in 2024. II. Global Equity Indice

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

Tue Sept 30, 2025 Joshua Hawley Washington lunacy continues as the US Federal government shutdown looms, with apparently the real...

Joshua Hawley 9.9.2025 For the week beginning September 8, 2025, markets continued to exhibit mixed signals, with strong performances in...

September 2, 2025 Joshua Hawley Equity markets continue to show strength with major U.S. indices climbing, while fixed income markets and...

August 25th, 2025 Joshua Hawley Market Overview U.S. equity markets advanced for the week beginning August 25, 2025. The S&P 500 saw a...

Joshua Hawley, August 18th, 2025 Market Overview U.S. equity markets advanced for the week ending August 15, 2025. The S&P 500  saw a...

Week of June 30, 2025 Joshua Hawley Global Market Summary Global markets advanced into the second half of the year buoyed by easing...

June 23, 2025 Global Market Overview Equities : The S&P 500  ticked higher, while tech-led strength lifted the Nasdaq . Volatility...

Joshua Hawley, CEO Date:  June 9, 2025 Sources:  Walker & Dunlop, Bloomberg Global Macro Overview: Caution in the Cycle The macro...