Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 20 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 labor data sends mixed signals
  • 20 hours ago

US labor data beat expectations but show volatility and softer details, complicating readings on the true strength of the job market.

Apex Group to Host Top Allocators and Industry Leaders in Nashville as Private Capital Repositions Amid Political Uncertainty
  • 20 hours ago

At a time when geopolitical uncertainty is reshaping global capital flows and investor positioning, Apex Invest Americas host some of the largest allocators.

By Apex In Macro
Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
  • 20 hours ago

Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military...

The week in markets
  • 02 Apr 2026

A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.

The opportunity in emerging markets today (Podcast)
  • 02 Apr 2026

On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers...

ISA Briefing: Dissecting macro memes
  • 02 Apr 2026

LaSalle's Research and Strategy team unpacks four current market narratives that demand deeper analysis.

What an Oil Shock Means for Monetary Policy
  • 02 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

Power, conflict and complacency: Why energy markets may be structurally underpricing geopolitical risk
  • 02 Apr 2026

Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.