Macro

Find the latest macro analysis and insights

Weekly Market Watch
  • 13 Oct 2026

PNC’s Weekly Market Watch provides a recap of the previous week’s economic and market activity and is designed to give PNC’s perspective on happenings in both US and international markets.

By PNC In Macro
Gold report – Quarterly update
  • 13 Oct 2026

Explore the latest gold price trends, inflation and Fed rate expectations, plus our outlook for gold and how an allocation might help with portfolio diversification.

What US mega-cap IPOs mean for investors
  • 13 Oct 2026

Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

Carmignac Portfolio Inflation Solution: Letter from the Fund Managers - Q3 2026
  • 13 Oct 2026

Markets Edition: Global Equities: Resilience or Complacence?
  • 13 Oct 2026

Beata Manthey and David Groman discuss why they see the year's market gains as a sign of resilience and not complacency. The macro and earnings backdrop matters more than headwinds from rates, geop...

Is Canada Building a Stronger Bull Market?
  • 13 Oct 2026

A regulatory rollback worth watching.

Can Europe build its way to energy autonomy?
  • 13 Oct 2026

Europe may be breaking its dependence on Russian fossil fuels, but energy autonomy will not be achieved by changing the energy mix alone. It will require stronger grids, greater industrial capacity...

Q4 2026 ETF outlook: getting more from core
  • 13 Oct 2026

Amid rapid shifts in market leadership and geopolitical uncertainty, attention is returning to core exposures.

Spain Private Capital: Private Equity and Venture Capital Fundraising Hits Record High
  • 13 Oct 2026

Spanish private capital fundraising reached an all-time high in 2025, with Spain-based managers closing €11.4bn across 61 funds