Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 22 hours ago

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...

Urban family housing: Unlocking the missing middle in UK rental markets
  • 22 hours ago

In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.

The human edge | Spellbound
  • 22 hours ago

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.

Fed on hold, markets in action
  • 22 hours ago

The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...

Muzinich Weekly Market Comment: It could have been worse
  • 22 hours ago

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...

Fed hawks still see tightening as pre-emptive
  • 22 hours ago

Fed dissents highlight a still pre-emptive tightening debate, while the BoE stays on hold and the BoJ’s coordinated FX intervention reinforces Q4 hike expectations.

Review of Markets over July 2026
  • 22 hours ago

Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.

The Credit Market Lens: Still Buying America
  • 22 hours ago

Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.

Market Review for July 2026
  • 22 hours ago

In July, Japanese equities delivered mixed performance as the TOPIX rose 0.2%, marking a fourth consecutive monthly gain and closing above 4,000 points for the first time, while the Nikkei 225 fell...