Macro

Find the latest macro analysis and insights

July FOMC Recap—More Bark Than Bite?
  • 19 hours ago

The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.

Can Warsh get markets to play the ball, not the referee?
  • 19 hours ago

Federal Reserve (Fed) Chair Kevin Warsh hosted his second Federal Open Market Committee (FOMC) meeting this week, with most people, including ourselves, expecting a hawkish hold.

AI, macro events, and diversified returns
  • 29 Jul 2026

In a UBP-hosted podcast, Kier Boley, CIO of UBP Alternative Investment Solutions, spoke with Joseph Kelly, Managing Partner at Campbell, about two themes currently shaping conversations with invest...

UK Real Estate: Talking Points July 2026
  • 29 Jul 2026

Welcome to our concise quarterly snapshot of current real estate market trends.

US Multi-Sector
  • 29 Jul 2026

US Credit
  • 29 Jul 2026

Insurance Midyear Outlook: Finding Value in Tight Markets
  • 29 Jul 2026

A multifaceted perspective is critical for a full understanding of opportunity and risk.   At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...

Fed Holds Rates Steady: Uncertainty is the Only Certainty
  • 29 Jul 2026

The Federal Reserve (Fed) held rates steady amid an uncertain economic backdrop and questions surrounding both sides of its dual mandate of maximum employment and price stability.

Quick View: The Fed wants 2%; the markets want a plan
  • 29 Jul 2026

Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.