News Subscribe newsletter All Quarterly Reports Monthly Reports Current News The Bull and Bear Case for 2026 Monthly Report December 2025 Despite fluctuating sentiment in November, equity markets displayed resilience and enter December on solid footing. AI Caramba!” – It’s all AI, isn’t it? Monthly Report November 2025 Driven by AI enthusiasm, falling interest rates, and geopolitical easing, the markets continued their rally. Between Records and Realities Quarterly Outlook Q4 2025 Despite record highs in the stock markets, rising debt and geopolitical tensions call for caution – balance remains the key theme for the fourth quarter. Jevons Paradox – when greater efficiency drives greater demand Monthly Report September 2025 Markets on the rise, efficiency as a demand driver – a double-edged sword.