Macro

Find the latest macro analysis and insights

What Middle East Conflict Could Mean for the Global Economy
  • 11 hours ago

The size and duration of the oil-price shock are key variables in determining the ultimate impact.  The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...

WATCH: inflation expectations & rates
  • 11 hours ago

Consumer inflation expectations at more than three-year high amid focus on RBA interest...

Australian superannuation leaders represent members and their growing pool of capital at the US Australian Superannuation Investment Summit
  • 10 Mar 2026

A delegation of Australian pension leaders and institutional investors will converge on the United States to further explore investment opportunities for Australia’s US$3 trillion (A$4.5 trillion)...

Maintain a Growth Equity Engine in a Multi-Asset Income Strategy
  • 10 Mar 2026

A healthy mix of income and growth potential may yield a more effective equity allocation. A disciplined multi-asset income strategy should draw from a broad range of asset classes, including a hea...

Investing in real estate: The window of opportunity is open
  • 10 Mar 2026

Momentum is returning to European real estate markets and the recovery is underway – albeit in an uneven fashion.

The Gulf shock: Energy supply, markets, and macro spillovers
  • 10 Mar 2026

Oil has risen as expected, but disruption is spreading from Hormuz transport bottlenecks to energy production, deepening risk-off sentiment.

In Credit Weekly Snapshot – Smoke on the water
  • 10 Mar 2026

The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike...

JH Explorer in Miami: Recovery signs, data centers, and AI risk in industrials
  • 10 Mar 2026

Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.

Labor Market Resilience: Why The “Shortage” Isn’t Slowing Down
  • 10 Mar 2026

With real implications for investors, labor scarcity is shaping the 2026 outlook, as demographics, policy, and technology impact wages, productivity, and inflation.