Macro

Find the latest macro analysis and insights

USD to stabilize; JPY unresponsive to BoJ
  • 12 hours ago

USD stabilizes in the near term despite policy uncertainty, while BoJ actions fail to spark a sustained recovery in the yen.

Could TPR’s next Annual Funding Statement bring more clarity to the revised funding regime in the UK?
  • 25 Feb 2026

Gareth Connolly and Graham McLean share where they think the Pensions Regulator’s next Annual Funding Statement could give trustees, sponsors and advisers clearer expectations on the revised fundin...

Retirement CDC: The future of UK pensions?
  • 25 Feb 2026

In this episode we unpack how Retirement CDC works, why it may offer higher income than annuities and what it means for member decision making at retirement.

Why Global Money Week matters for employers - and how HR can lead the way
  • 25 Feb 2026

As employee financial stress increases, how can employers balance the need to support financial wellbeing and financial literacy with employee benefit budget pressures to improve workforce resilience?

The Commodity Core
  • 25 Feb 2026

In a period marked by geopolitical fragmentation and fiscal expansion, strategic commodities have taken on renewed macro ...

Five reasons to bet on Europe
  • 25 Feb 2026

Topical macro insights and investment commentary from Nuveen

By Nuveen In Macro
Staying balanced in an unbalanced market: MyFolio US positioning
  • 25 Feb 2026

Why diversification still matters in a market dominated by a handful of mega‑caps.

2026 Budget: A good news story
  • 25 Feb 2026

Finance Minister Enoch Godongwana delivered the 2026 Budget speech on Wednesday, 25 February, remaining steadfast in his earlier assurances that the governme...

Quick Thoughts: State of the Union
  • 25 Feb 2026

In the 2026 State of the Union Address, US President Trump focused on legislative achievements and foreign policy, in a speech unlikely to have much impact on financial markets longer term.