Macro

Find the latest macro analysis and insights

Buybacks in the UK are increasingly popular. Here’s how they could be better.
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Navigating Japan Equities: Monthly Insights from Tokyo (January 2026)
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This month we explore how a tech-driven Japanese equity rally—as part of a global AI-semiconductor boom—could intersect with Japan’s political landscape as the markets brace for a snap election; we...

Investment Weekly
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Fiscal dominance and the Fed

By HSBC In Macro
Wealth Management: Strategy blog: Fed independence: Q&A
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Research Insights: Volume 12
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Canada is often viewed internationally through the narrow frame of commodities and cyclicality, a perspective that understates its structural advantages. However, it now stands on the threshold of...

UK GDP: Defying the pessimists (in November at least)
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The UK’s gross domestic product (GDP) in November 2025 was stronger than expected delivering 0.3% month-on-month after slumping -0.1% month-on-month in October.

Navigating 2026: Key trends driving solutions for UK wealth managers
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Global trends that UK wealth managers should be considering for 2026 and beyond.

By WTW In Macro
Chart of the Month: January 2026
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This month’s chart highlights the market’s expectations for US monetary policy as the Federal Reserve approaches a leadership transition

Economics Weekly: The Labor Market May Not Be Quite as Weak as Believed
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In this Economics Weekly, Richard de Chazal reexamines the labor market data and the current market narrative of an unfolding deceleration in employment growth.