Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 16 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...

PERE: Discipline replaces tailwinds in Japan’s real estate market
  • 16 hours ago

In a keynote interview in the PERE Japan Report, Steve Hyung Kim, LaSalle’s Head of and Chief Investment Officer for Asia Pacific, discusses how we are increasingly looking at Japan differently tha...

Japan – the renaissance continues
  • 16 hours ago

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.

Muzinich Weekly Market Comment: Don't forget the economic data
  • 16 hours ago

Strong economic data continues to challenge expectations of a slowdown, with activity indicators, labour markets and inflation all proving more resilient than anticipated. As geopolitical risks beg...

US labor strength delays Fed rate cuts
  • 16 hours ago

Strong US labor data delays Fed cuts, Canada job strength supports BoC hold, ECB set to hike despite weak growth and mixed global economic signals.

Global Investment Management Survey
  • 05 Jun 2026

The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.

Monthly Checkpoints
  • 05 Jun 2026

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...

New Zealand Fixed Income Monthly (May 2026)
  • 05 Jun 2026

The RBNZ held rates steady in May amid a split decision, viewing recent inflation pressures as likely temporary. Weak demand, spare capacity and subdued wage growth are expected to limit price pass...

The Capex Cycle: From Investment to Growth
  • 05 Jun 2026

What is driving the next phase of economic growth? Our latest Capital Insights explores how capital expenditure, particularly AI-driven investment, is shaping productivity, earnings, and the broade...