Macro

Find the latest macro analysis and insights

Take Two: Fed signals further rate increase; US stocks hit record high
  • 12 Oct 2026

What do you need to know? US interest rates are likely to increase again before the end of 2026, the minutes of the Federal Reserve’s latest meeting showed. All members of the rate-setting committe...

Alternative Allocations: The Goldilocks Zone—Finding Value in Venture and Growth Secondaries
  • 12 Oct 2026

In this episode of the Alternative Allocations, Tony Davidow discusses the outlook for venture capital and growth equity with Matt Hodan, Partner with Lexington Partners.

UK pension savers back investment in Britain’s infrastructure
  • 12 Oct 2026

New research from IFM Investors, Nest and Border to Coast Pensions Partnership explores UK pension savers' views on investing retirement savings in British infrastructure, companies and housing.

Savers want pensions to power UK economy by investing in British companies, housing and infrastructure
  • 12 Oct 2026

New research from IFM Investors, Nest and Border to Coast Pensions Partnership explores UK pension savers’ views on investing retirement savings in British infrastructure, housing and businesses.

A real revolution – why have UK real yields increased so much?
  • 12 Oct 2026

Why have UK real yields risen? Explore how higher rates, long duration and changing demand have affected UK index-linked gilts.

Week of October 12, 2026
  • 12 Oct 2026

Explore this week’s Macro Charts covering China’s GDP, trade and industrial production, U.S. retail sales and labor market data, German inflation, and Australian business confidence and tourism. Tr...

How the Circular Economy benefits from resource scarcity, AI and supply chain disruption
  • 12 Oct 2026

Circular economy investing taps resource scarcity, AI and supply chain disruption to drive efficiency, resilience and long-term growth.

Emerging markets growth lags developed economies in September
  • 12 Oct 2026

Output growth in emerging markets was outpaced by the rapid expansion seen in developed economies during September, with the rate of increase

The Fast and the Furious
  • 12 Oct 2026

A lot happened around the oil market: US president Trump announced a deal with Russian President Putin to buy Russian diesel; the Houthis attacked Riyadh airport in Saudi Arabia; Trump announced an...