Macro

Find the latest macro analysis and insights

Cold storage: A growing real estate asset class in Germany
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Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
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In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...

Asia Pacific Hotels & Hospitality Performance & Outlook 2026
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Asia Pacific’s tourism recovery continued in the first half of 2026, supported by resilient regional and domestic travel demand.

Bank of Japan Monetary Policy Meeting (September 2026)
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The BOJ (Bank of Japan) held its Monetary Policy Meeting on September 17–18 and, as expected by the market, decided to raise the unsecured call rate (overnight rate)—the policy interest rate—by 0.2...

Bitcoin Consolidates While Rates Rise with Beimnet Abebe
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Alex Thorn talks with Beimnet Abebe (Galaxy Trading) about Bitcoin price action, market cycles, Treasury rates, inflation, and AI stocks.

Results analysis: Neuberger Private Equity Partners
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NBPE’s interims show definite indicators of a recovery.

Working with suppliers to reduce Scope 3 emissions
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The supply chain accounts for most corporate emissions, making it a significant opportunity for impact. Companies that move beyond reporting to active supplier engagement can reduce emissions while...

America Votes: Preparation, Not Prediction
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US midterm elections presented as investment/economic event; divided government likely outcome

Japan sees ongoing strong growth and elevated inflation pressures, says September flash PMI
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The S&P Global Flash PMI data indicated a further strong expansion in output across Japan’s private sector in September, with the pace of expansion