Macro & Geopolitics, New Zealand Defoes 4/18/26 Macro & Geopolitics, New Zealand Defoes 4/18/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: Another Year of Rising Prices, Slower Momentum Read More Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Brexit on the EU Shows Localised Pain, Systemic Resilience Read More Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Brexit: A Persistent Growth Drag, Not a Sudden Shock Read More Real Assets, Infrastructure & Materials, Real Estate & Construction Materials Defoes 4/18/26 Real Assets, Infrastructure & Materials, Real Estate & Construction Materials Defoes 4/18/26 Brick Market 2026 as a Slow‑Growth, Asia‑Led, “Greener” Materials Story Read More Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Brazil Solid Macro Base, Fragile Policy Story Read More Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Orlando Has Moved From Boom to Mild Correction — Not Collapse Read More Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Paris A Stable but Segmented City Read More Markets, Equities, Europe Defoes 4/17/26 Markets, Equities, Europe Defoes 4/17/26 European Equities Opened 2026 At All-Time Highs Read More Markets, Equities, Europe Defoes 4/17/26 Markets, Equities, Europe Defoes 4/17/26 Relief Rally Lifts Europe After March Shock Read More Markets, Equities, Japan Defoes 4/17/26 Markets, Equities, Japan Defoes 4/17/26 Nikkei 225 Smashes Records as Japan Becomes the Market to Beat Read More Markets, Equities, Asia & EM Defoes 4/17/26 Markets, Equities, Asia & EM Defoes 4/17/26 Best Week in Years for Asia ex-Japan as Nikkei and Hong Kong Lead Read More Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 S&P Grinds Higher as Tech Reclaims Leadership Read More Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 Blue‑Chip Grind Higher, Mid‑Caps Outperform Read More Crypto & Digital Assets, Bitcoin & Market Structure Defoes 4/17/26 Crypto & Digital Assets, Bitcoin & Market Structure Defoes 4/17/26 Post‑Halving Phase: From Mania to a More Institutional Market Read More Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Trump Secures Two-Week US–Iran Ceasefire Tied to Strait of Hormuz Read More Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Hong Kong Market Outlook 2026: Recovery, Not Euphoria Read More Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Singapore’s 2026 Growth Outlook Upgraded as Economists See Momentum Building Read More Macro & Geopolitics, China / Asia Defoes 4/7/26 Macro & Geopolitics, China / Asia Defoes 4/7/26 China Market Outlook 2006: Slower but Managed Growth Read More Newer Posts Older Posts
Macro & Geopolitics, New Zealand Defoes 4/18/26 Macro & Geopolitics, New Zealand Defoes 4/18/26 New Zealand’s Housing Market: From Coma to Crawl, Not Boom Read More
Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: Another Year of Rising Prices, Slower Momentum Read More
Macro & Geopolitics, Australia Defoes 4/18/26 Macro & Geopolitics, Australia Defoes 4/18/26 Australia: A Soft‑Landing Growth, Stubborn Inflation Read More
Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe & EU, Europe, UK & EU Relations Defoes 4/18/26 Brexit on the EU Shows Localised Pain, Systemic Resilience Read More
Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Macro & Geopolitics, Europe, UK & EU Relations Defoes 4/18/26 Brexit: A Persistent Growth Drag, Not a Sudden Shock Read More
Real Assets, Infrastructure & Materials, Real Estate & Construction Materials Defoes 4/18/26 Real Assets, Infrastructure & Materials, Real Estate & Construction Materials Defoes 4/18/26 Brick Market 2026 as a Slow‑Growth, Asia‑Led, “Greener” Materials Story Read More
Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Macro & Geopolitics, Brazil / Latin America Defoes 4/18/26 Brazil Solid Macro Base, Fragile Policy Story Read More
Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Macro & Geopolitics, United States, Housing & Property Defoes 4/18/26 Orlando Has Moved From Boom to Mild Correction — Not Collapse Read More
Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Macro & Geopolitics, France, Housing & Property Defoes 4/18/26 Paris A Stable but Segmented City Read More
Markets, Equities, Europe Defoes 4/17/26 Markets, Equities, Europe Defoes 4/17/26 European Equities Opened 2026 At All-Time Highs Read More
Markets, Equities, Europe Defoes 4/17/26 Markets, Equities, Europe Defoes 4/17/26 Relief Rally Lifts Europe After March Shock Read More
Markets, Equities, Japan Defoes 4/17/26 Markets, Equities, Japan Defoes 4/17/26 Nikkei 225 Smashes Records as Japan Becomes the Market to Beat Read More
Markets, Equities, Asia & EM Defoes 4/17/26 Markets, Equities, Asia & EM Defoes 4/17/26 Best Week in Years for Asia ex-Japan as Nikkei and Hong Kong Lead Read More
Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 S&P Grinds Higher as Tech Reclaims Leadership Read More
Markets, Equities, United States Defoes 4/17/26 Markets, Equities, United States Defoes 4/17/26 Blue‑Chip Grind Higher, Mid‑Caps Outperform Read More
Crypto & Digital Assets, Bitcoin & Market Structure Defoes 4/17/26 Crypto & Digital Assets, Bitcoin & Market Structure Defoes 4/17/26 Post‑Halving Phase: From Mania to a More Institutional Market Read More
Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Macro & Geopolitics, Geopolitics & Security Defoes 4/8/26 Trump Secures Two-Week US–Iran Ceasefire Tied to Strait of Hormuz Read More
Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Markets, Equities, Asia & EM, Hong Kong / China Defoes 4/8/26 Hong Kong Market Outlook 2026: Recovery, Not Euphoria Read More
Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Macro & Geopolitics, Singapore / Asia Defoes 4/7/26 Singapore’s 2026 Growth Outlook Upgraded as Economists See Momentum Building Read More
Macro & Geopolitics, China / Asia Defoes 4/7/26 Macro & Geopolitics, China / Asia Defoes 4/7/26 China Market Outlook 2006: Slower but Managed Growth Read More
