Macro

Find the latest macro analysis and insights

Asian Fixed Income: 2026 Q3 review and Q4 outlook
  • 29 Oct 2026

US Treasuries sold off sharply in the third quarter of 2026, with persistent inflation, a resilient labour market, and a hawkish Federal Reserve driving yields materially higher.

Fed Holds Rates Steady: A Matter of Time
  • 28 Oct 2026

The Federal Reserve (Fed) held rates steady at 3.75–4.00%, even as markets price in more tightening amid persistent inflation. Sharp commodity moves and mixed growth signals are making the Fed's ob...

UK budget – snapshot reaction: Gilt markets reassured, but tougher choices lie ahead
  • 28 Oct 2026

Chief UK economist, Vasileios Gkionakis, gives his initial reaction to Chancellor John Healey’s budget

UK Autumn Budget: Key takeaways
  • 28 Oct 2026

How could the UK Autumn Budget 2026 affect wealth holders? Read our experts’ short summary of the key changes announced and the market reaction so far.

Chinese equities through an uneven recovery—and beyond
  • 28 Oct 2026

Aaron Ge, Deputy CIO of Equity Investment for Hong Kong-based Fullgoal Asset Management joins BMO Global Asset Management (BMO GAM) CIO Sadiq Adatia to review the near- and long-term investment case.

Surprising US monetary strength
  • 28 Oct 2026

Divergent US / rest of G7 money trends signal US economic outperformance and misaligned monetary policies.

Divided Fed Chooses Patience, Leaves Rates Unchanged
  • 28 Oct 2026

The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.

Bank of Canada Hikes to Contain Energy Spillover Risks
  • 28 Oct 2026

Explore the factors behind the Bank of Canada's latest rate hike and what the decision could signal for the path ahead.

Autumn Budget 2026: Rapid response video
  • 28 Oct 2026

Watch Head of Financial Planning, Daniel Swift, and Investment Officer, Isabel Albarran, discuss the impact of the Autumn Budget 2026 and what these economic measures may mean for markets and inves...