Macro

Find the latest macro analysis and insights

The evolution of the dollar smile
  • 19 hours ago

The dollar smile has been a textbook framework for foreign exchange (FX) investors for a considerable period.

Global Investment Strategy Committee Outlook Q2 2026
  • 19 hours ago

The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...

Asia Tech+: Ride the tech innovation wave?
  • 19 hours ago

Asia tech is booming - discover how the FTSE Asia Tech+ Index unlocks growth, diversification and global innovation beyond US tech dominance.

Iran risks support JPY; USD softens
  • 19 hours ago

Escalating Iran risks lift safe‑haven demand for JPY, while the USD outlook softens amid policy uncertainty, weaker equities, and expected Fed easing.

Bank of Canada and Federal Reserve Stand Pat as Middle East Conflict Cloud Outlook
  • 19 hours ago

CI GAM Economist Neil Shankar analyzes the March 18 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.

Iran oil shock: how could the US, Europe and Asia be impacted?
  • 19 hours ago

How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia.

Watching The Smoke
  • 19 hours ago

The Middle East war has tilted risks toward weaker growth and persistent inflation.

Bipartisan momentum behind nuclear expansion
  • 19 hours ago

Hear how bipartisan policy, permitting reform, financing tools and the ADVANCE Act boost U.S. nuclear deployment, from Benton Arnett.

By WTW In Macro
Guide to the Markets - UK
  • 18 Mar 2026