Quarterly Review of Financial Markets and Outlook Q1/2026
234 Thursday, 2 April 2026 13:26
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 the U.K. and Japan. That reading broke down abruptly in March.
The Israeli-American war against Iran, the near closure of the Strait of Hormuz, and the resulting energy shock sharply reordered the macro and market risk hierarchy. Within a matter of weeks, the quarter ceased to be about reacceleration and became instead a quarter defined by renewed fears of imported inflation, central bank caution, and a marked deterioration in the visibility on global growth.
Renalco’s Q1 2026 review offers a sharp, forward-looking analysis of global financial markets. To automatically receive our Quarterly Review of Financial Markets and Outlook by email in PDF format, we invite you to subscribe for free by clicking on "Sign-Up" in the top menu.
Copyright © 2024 Renalco SA. All rights reserved.
You may share the link to this article freely, whether through social media, email, or other means. However, you may not copy, reproduce, or republish any part of this article in any form or by any means without prior written permission from Renalco SA.
For inquiries regarding the use or licensing of this article, please contact info@renalco.ch.
