Oil Risk Reemerges As Middle East Tensions Intensify

Dubai crude prices have climbed sharply year to date, heightening inflation sensitivity across emerging economies.

Defensive Sectors Regain Strategic Importance

Utilities, telecommunications, and REITs offer steady dividends and insulation from volatility in an uneven macro environment.

Trade Deficit Narrows, But Growth Signals Remain Mixed

Falling imports may reflect lower commodity costs, though softer demand remains a possible interpretation.

Inflation Reasserts Itself, Forcing Central Banks Back On Guard

US producer prices rose 2.9 percent year on year, exceeding forecasts and complicating hopes for rapid disinflation.
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Off-Market

BSP Faces Policy Tradeoffs As Weak GDP Revives Rate-Cut Expectations

A weaker GDP revives rate-cut expectations, putting the BSP in a delicate position as it weighs policy tradeoffs.

Inflation Gives Breathing Room, But Growth Remains The Bigger Test

Inflation eases pressure, offering relief, but weak growth remains the bigger challenge for policymakers navigating a fragile recovery.