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...

US Equities: What’s Hiding Beneath the Market’s Headline Returns?
  • 22 hours ago

Investors who look below the surface may discover opportunities beyond the AI superpowers. The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remai...

Muzinich Weekly Market Comment: Happy Birthday!
  • 22 hours ago

The first half of the year closed with a powerful reminder of America's enduring influence on global markets. From the dominance of the US dollar to AI-driven economic resilience and diverging cent...

Pyrspectives - Is it a bubble?
  • 22 hours ago

Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global econom...

ETF inflows set records in first half
  • 22 hours ago

Record ETF inflows topped $1 trillion in H1 2026 as investors favored active ETFs, bonds, technology, and emerging markets amid evolving macro risks.

US labor data raises fresh questions again
  • 22 hours ago

Softer US employment data, a cooling UK economy, and resilient Japan business sentiment shaped the week, while Fed hike fears eased

UBP Weekly View - Rally broadens beyond technology
  • 22 hours ago

Cooling US employment and easing eurozone inflation are strengthening the case for an extended pause from both the Federal Reserve (Fed) and the European Central Bank (ECB) – a supportive backdrop...

What US mega-cap IPOs mean for investors
  • 03 Jul 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.

Why our long-term bullish thesis for gold remains intact
  • 03 Jul 2026

Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.