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Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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Global Insight 2026 Midyear Outlook: United Kingdom

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

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