Macro

Find the latest macro analysis and insights

2026 Global Insurance Report
  • 14 hours ago

Discover insights from 463 insurance professionals on portfolio strategy, private markets, partnerships, AI and the macro outlook.

Do Markets Have the Bandwidth for the Midterms?
  • 14 hours ago

Options markets currently price a quick US midterm election result. But a long count, or unrest, could test markets more than it did in 2021.

Policy, promises, and affordability
  • 14 hours ago

Markets may be becalmed in anticipation of tomorrow’s US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserve

Weekly Market Watch
  • 26 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
The Weekly Brief
  • 26 Oct 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

What history tells us about this midterm election
  • 26 Oct 2026

David Rubenstein looks at what history suggests about this year's US midterm election, the factors that could push results in either direction, and the Senate races most likely to decide control of...

A tale of two cities
  • 26 Oct 2026

Here's the latest weekly update from our investment team.

Market Perspectives: The sum of all fears
  • 26 Oct 2026

Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political

UK Real Estate: Talking Points October 2026
  • 26 Oct 2026

Explore the latest UK real estate trends, including yield repricing, rental growth, resilient occupier demand