Live · Economic Research Department
PPP, transport, power

Global Infrastructure Outlook 2027: Capital Deepening in Post-Carbon Logistics and Resilient Water Systems

20 Oct 2026
Liquidity, asset quality, fintech

The Decoupling of Bank Capital: Navigating the Basel 3.1 Endgame and the Rise of Synthetic Risk Transfers

19 Oct 2026
Oil, gas, metals, soft commodities

Global Commodities Outlook 2026: Navigating the Intersection of Energy Transition and Geopolitical Friction

16 Oct 2026
Allocation & positioning

Global Portfolio Reconfiguration: Transitioning Towards Real Capital Deepening and Frontier Resilience

15 Oct 2026
Sanctions, conflicts, supply chains

Geopolitical Intelligence: The Reshaping of Eurasian Supply Chains and Sanctions Evasion Architectures

14 Oct 2026
China, Japan, Singapore, India, ASEAN

Asian Financial Architecture: Navigating the 2026 Shift in Capital Deepening and Sovereign Debt Dynamics

13 Oct 2026
BRVM, JSE, NGX, COSUMAF

Frontier Resilience and the Geoeconomic Reordering: The Structural Ascent of African Capital Markets

12 Oct 2026
Equities, fixed income, derivatives

Global Macro Outlook: Asymmetric Decoupling and the Realignment of Sovereign Risk Premia

09 Oct 2026
Macro & policy

Global Economic Outlook 2026: The Divergence of Monetary Cycles and the Transition to Post-Dollar Settlement

25 Sept 2026
Ratings, defaults, restructurings

Frontier Sovereigns and the Post-IMF Pivot: Analysing the 2026 Eurobond Refinancing Super-Cycle

24 Sept 2026
PPP, transport, power

Global Infrastructure Outlook: Decarbonisation Paradigms and the Synchronisation of Private Capital

23 Sept 2026
Liquidity, asset quality, fintech

Prudential Resilience and the Digital Settlement Frontier: The 2026 Global Banking Outlook

18 Sept 2026
PPP, transport, power

Global Infrastructure Outlook 2027: Capital Deepening in Post-Carbon Logistics and Resilient Water Systems

20 Oct 2026
Liquidity, asset quality, fintech

The Decoupling of Bank Capital: Navigating the Basel 3.1 Endgame and the Rise of Synthetic Risk Transfers

19 Oct 2026
Oil, gas, metals, soft commodities

Global Commodities Outlook 2026: Navigating the Intersection of Energy Transition and Geopolitical Friction

16 Oct 2026
Allocation & positioning

Global Portfolio Reconfiguration: Transitioning Towards Real Capital Deepening and Frontier Resilience

15 Oct 2026
Sanctions, conflicts, supply chains

Geopolitical Intelligence: The Reshaping of Eurasian Supply Chains and Sanctions Evasion Architectures

14 Oct 2026
China, Japan, Singapore, India, ASEAN

Asian Financial Architecture: Navigating the 2026 Shift in Capital Deepening and Sovereign Debt Dynamics

13 Oct 2026
BRVM, JSE, NGX, COSUMAF

Frontier Resilience and the Geoeconomic Reordering: The Structural Ascent of African Capital Markets

12 Oct 2026
Equities, fixed income, derivatives

Global Macro Outlook: Asymmetric Decoupling and the Realignment of Sovereign Risk Premia

09 Oct 2026
Macro & policy

Global Economic Outlook 2026: The Divergence of Monetary Cycles and the Transition to Post-Dollar Settlement

25 Sept 2026
Ratings, defaults, restructurings

Frontier Sovereigns and the Post-IMF Pivot: Analysing the 2026 Eurobond Refinancing Super-Cycle

24 Sept 2026
PPP, transport, power

Global Infrastructure Outlook: Decarbonisation Paradigms and the Synchronisation of Private Capital

23 Sept 2026
Liquidity, asset quality, fintech

Prudential Resilience and the Digital Settlement Frontier: The 2026 Global Banking Outlook

18 Sept 2026
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Macro & policy

Global Economic Outlook

Independent macroeconomic analysis of global growth, inflation, monetary policy and sovereign debt dynamics.

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Equities, fixed income, derivatives

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Cross-asset intelligence covering equities, fixed income, ETFs, private equity and structured finance.

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BRVM, JSE, NGX, COSUMAF

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Ratings, defaults, restructurings

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Institutional-grade sovereign risk reviews, Eurobond refinancing walls and credit migration outlooks.

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Allocation & positioning

Investment Strategy

Multi-asset positioning views, allocation frameworks and tactical strategy notes for institutional investors.

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PPP, transport, power

Infrastructure & Project Finance

Project finance structuring, infrastructure pipelines and concession risk across emerging economies.

Open rubric
Liquidity, asset quality, fintech

Banking & Financial Services

Banking-sector reviews, capital adequacy, asset quality, fintech disruption and regulatory shifts.

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Oil, gas, metals, soft commodities

Commodities & Energy Markets

Energy and commodity market intelligence, supply-demand modelling and transition-risk analysis.

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PPP, transport, power

Global Infrastructure Outlook 2027: Capital Deepening in Post-Carbon Logistics and Resilient Water Systems

A comprehensive analysis of the pivot towards private-capital mobilisation in strategic transport and water infrastructure amid evolving sovereign credit constraints and the transition to a post-carbon economy.

20 Oct 2026
Liquidity, asset quality, fintech

The Decoupling of Bank Capital: Navigating the Basel 3.1 Endgame and the Rise of Synthetic Risk Transfers

A deep dive into the structural shifts in European and UK bank capital management as regulatory divergence and the proliferation of synthetic risk transfers redefine institutional resilience.

19 Oct 2026
Oil, gas, metals, soft commodities

Global Commodities Outlook 2026: Navigating the Intersection of Energy Transition and Geopolitical Friction

A comprehensive analysis of structural shifts in crude oil, industrial metals, and agricultural markets amidst evolving supply-side constraints and monetary tightening.

16 Oct 2026
Allocation & positioning

Global Portfolio Reconfiguration: Transitioning Towards Real Capital Deepening and Frontier Resilience

This research briefing analyses the tactical shift from speculative technology premiums toward tangible infrastructure, frontier market sovereign debt, and commodities as the global disinflation cycle matures.

15 Oct 2026
Sanctions, conflicts, supply chains

Geopolitical Intelligence: The Reshaping of Eurasian Supply Chains and Sanctions Evasion Architectures

An analysis of the escalating divergence in global trade flows as non-aligned jurisdictions formalise parallel financial settlements to circumvent G7 sanctions regimes.

14 Oct 2026
China, Japan, Singapore, India, ASEAN

Asian Financial Architecture: Navigating the 2026 Shift in Capital Deepening and Sovereign Debt Dynamics

This brief examines the structural transition within Asian markets as China pivots towards high-yield technology debt and India integrates further into global bond indices amidst a shifting yen-denominated carry trade.

13 Oct 2026
BRVM, JSE, NGX, COSUMAF

Frontier Resilience and the Geoeconomic Reordering: The Structural Ascent of African Capital Markets

A comprehensive analysis of the African financial architecture as regional exchanges decouple from G7 volatility, driven by infrastructure deepening and a revitalised mining super-cycle.

12 Oct 2026
Equities, fixed income, derivatives

Global Macro Outlook: Asymmetric Decoupling and the Realignment of Sovereign Risk Premia

A granular analysis of the divergence between G7 monetary trajectories and emerging market resilience, highlighting the structural shifts in structured finance and private credit as we enter the fourth quarter of 2026.

09 Oct 2026
Macro & policy

Global Economic Outlook 2026: The Divergence of Monetary Cycles and the Transition to Post-Dollar Settlement

A comprehensive analysis of the asymmetric disinflationary cycles across G7 economies and the emergent fragmentation of sovereign debt markets as fiscal sustainability concerns intensify.

25 Sept 2026
Ratings, defaults, restructurings

Frontier Sovereigns and the Post-IMF Pivot: Analysing the 2026 Eurobond Refinancing Super-Cycle

A deep-dive into sovereign credit trajectories, examining the decoupling of frontier market yields from G7 benchmarks as structural reforms and IMF exit strategies redefine default risk profiles.

24 Sept 2026
PPP, transport, power

Global Infrastructure Outlook: Decarbonisation Paradigms and the Synchronisation of Private Capital

Institutional demand for long-duration infrastructure assets intensifies as Public-Private Partnerships evolve to address the capital-intensive requirements of the global energy transition and urban mobility.

23 Sept 2026
Liquidity, asset quality, fintech

Prudential Resilience and the Digital Settlement Frontier: The 2026 Global Banking Outlook

A deep analysis of Tier 1 capital trajectories, NPL resolution via tokenised credit markets, and the emergence of institutional-grade CBDC settlement rails in the G10.

18 Sept 2026
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CFBANQUE INVESTMENT — Economic Research Department
Independent economic, financial and investment research. Publications cover macroeconomics, sovereign analysis, sector reviews, capital markets, wealth advisory and corporate intelligence — released continuously throughout the day.
25 Cabot Square · Canary Wharf · London E14 4QZ · United Kingdom
research@cfbanque.com · www.cfbanque.com
The analyses published by the Economic Research Department of CFBANQUE INVESTMENT are produced for informational purposes only and do not constitute investment advice, an offer to sell, or a solicitation to buy any financial instrument. They are distinct from the sovereign and corporate ratings issued by the CFBANQUE African Ratings platform.