Kinzletter
Your essential weekly breakdown of global shifts, key policies, economic developments, and geopolitical trends.
6 December, 2025
Global markets were volatile this week, with softer European inflation supporting equities while weak PMIs and industrial output weighed on cyclical sectors; U.S. yields rose…
29 November, 2025
Global markets moved cautiously on expectations of a U.S. rate cut, while China pushed a new consumption plan and India posted strong GDP growth. Geopolitical…
22 November, 2025
Global markets faced volatility driven by stretched tech valuations and weaker U.S. labor data, while China’s exports and India’s growth outlook strengthened. Key geopolitical moves…
15 November, 2025
Global markets were volatile this week as inflation concerns, shifting rate expectations, and weak Chinese data pressured sentiment, while India continued to show strong growth.…
8 November, 2025
Global markets are entering a correction phase as advanced economies face inflation, fiscal strain, and weakening demand, while emerging markets like India and the Gulf…
1 November, 2025
Global markets dipped this week amid weak U.S. tech earnings, cautious Fed signals, and limited progress in Trump–Xi trade talks, which eased tariffs but left…
25 October, 2025
Global markets stabilized as U.S. inflation eased to 3%, raising prospects of Fed rate cuts, while China refocuses on domestic innovation and tech growth. Iran…
18 October, 2025
Global growth is projected at 3.2% for 2025, driven by resilient investment and reforms despite rising U.S.–China trade tensions. The U.S. economy remains steady at…
11 October, 2025
Tech markets hit record highs but face correction risks as consumer spending slows and credit use declines. GCC economies expanded 3% in Q1 2025, led…
4 October, 2025
AI-driven productivity and economic diversification are fueling optimism, but U.S. tariffs, political gridlock, EU fiscal strains, weak Chinese fundamentals, and African vulnerabilities weigh on stability.…
27 September, 2025
Global markets were mixed, with U.S. growth boosted by spending and AI, China rebounding, and India projected at 6.5% GDP despite export challenges. Europe faces…
20 September, 2025
Global markets show contrasts as U.S. equities hit record highs after Fed rate cuts, China struggles with slowing factory output and property risks, Europe faces…