News — Signals before narratives
This section focuses on factual economic signals that shape financial conditions —policy decisions, inflation data, labour markets, and global macro shifts.
Rather than reacting to headlines, each piece isolates what actually changed, what constraints tightened or loosened, and what assumptions deserve re-examination.
These updates are not predictions or opinions.
They exist to set the baseline — before scenarios are questioned and numbers are tested.
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Figure: Real GDP growth, quarter-on-quarter change (Q3 2025).Source: OECD (2025), Quarterly National Accounts. 📊 OECD Economic Indicator Brief (1-minute read)...
Global firms are operating in a more constrained environment. Key Signals: Why this matters: Calcufinder context:In environments shaped by structural...
The story people are hearing is straightforward: generative AI is exploding, so companies are pouring eye-watering sums into data centres,...
The story people are hearing is simple: Venezuela is back, supply is coming, and oil prices should fall. Markets often...
The story people are hearing sounds unsettling but familiar. A landmark environmental agreement helped slow deforestation in the Amazon, and...
The story people are hearing is familiar: strong economic growth returns, stock markets cheer, and the “soft landing” narrative feels...