Latest from the desk
Global markets set the gravitational pull for everything we do locally — Fed paths, oil, the dollar and the AI-led rotation. We decode each week’s moves with an eye on what they mean for African capital.
Grouped by subcategory · Updated weekly
Global Equities
S&P 500, Nasdaq, FTSE, Nikkei and global sector rotation.
Macro Signals & Commodities
Fed/ECB/BoJ, oil, gold and broad commodity signals.
Alternative & Sustainable Assets
Crypto, green bonds, ESG and alternative asset classes.
Core Strategy Deliverables
Themes, frameworks and structural views from the desk.
The first Core Strategy Deliverables report is in the works
Our analysts are finalising the opening edition — built from primary data, on-the-ground sources and the same rigour as every other Serrari desk report. Bookmark this page or come back next week to read it first.
Global Markets Investment Outlook
The flagship weekly synthesis — what to do next.
Weekly Global Investment Outlook
Three forces defined the week: a relentless AI/tech rally, a dramatic Brent crash from USD 110 to ~USD 95 on a US-Iran peace deal, and central-bank paralysis with the Fed, ECB, BoE and BoJ all on hold.
Global Economic Outlook
A 3.4% expansion clouded by oil-price volatility, central bank paralysis, and a disinflation cycle that broke in March. The Fed, ECB and BoE on pause; BoJ hiking, PBoC easing; oil from $65 to $106 to $88 to $95 in eight weeks; gold to $5,300 then a third back; dollar −10% over twelve months.