News & Analysis | Renalco

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Image: Quarterly Review of Financial Markets and Outlook Q1/2026

Quarterly Review of Financial Markets and Outlook Q1/2026

2 Apr 2026 58

Q1 2026 initially looked like a fairly constructive phase of cyclical reacceleration across the major developed economies, underpinned by a stabilizing U.S. labor market, an industrial upturn in Europe, and a modest return of momentum in...

Image: An epic gamble

An epic gamble

31 Mar 2026 54

Preliminary signs of de-escalation at the start of last week ultimately proved misleading, and the conflict in the Middle East continues to intensify. Our base case still assumes a near-term resolution, as it remains in the interest of all...

Image: An elusive TACO trade?

An elusive TACO trade?

23 Mar 2026 98

Attacks on energy infrastructure last week marked a serious escalation in the Middle East conflict. Meanwhile, memories of 2022, when inflation climbed to multiple-decade highs, have forced central banks to communicate on the possibility...

Image: Partial Hormuz reopening gains traction

Partial Hormuz reopening gains traction

17 Mar 2026 115

A wave of optimism fueled a rebound in both equities and bonds yesterday, as WTI fell toward $95/b. However, it remains to be seen whether this momentum can be sustained. For now, there are no concrete signs of conflict de-escalation in...

Image: Back to the future in the Middle East

Back to the future in the Middle East

9 Mar 2026 143

The war between the US/Israel and Iran is entering its second week. Markets are increasingly concerned about the risk of oil and gas supply disruptions, as an extended closure of the Strait of Hormuz would have major repercussions for the...

Image: Security & Defense: A Secular Challenge Reinforced by a Permanently Unstable Geopolitical Environment

Security & Defense: A Secular Challenge Reinforced by a Permanently Unstable Geopolitical Environment

6 Mar 2026 157

Security and defense issues have become one of the strategic pillars for the long term in a context where geopolitical risks are multiplying. The international environment, marked by persistent instability, reinforces the importance of a...

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