Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 03 Aug 2026

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...

Urban family housing: Unlocking the missing middle in UK rental markets
  • 03 Aug 2026

In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.

The human edge | Spellbound
  • 03 Aug 2026

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.

Fed on hold, markets in action
  • 03 Aug 2026

The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...

Muzinich Weekly Market Comment: It could have been worse
  • 03 Aug 2026

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...

Fed hawks still see tightening as pre-emptive
  • 03 Aug 2026

Fed dissents highlight a still pre-emptive tightening debate, while the BoE stays on hold and the BoJ’s coordinated FX intervention reinforces Q4 hike expectations.

Review of Markets over July 2026
  • 03 Aug 2026

Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.

The Credit Market Lens: Still Buying America
  • 03 Aug 2026

Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.

Market Review for July 2026
  • 03 Aug 2026

In July, Japanese equities delivered mixed performance as the TOPIX rose 0.2%, marking a fourth consecutive monthly gain and closing above 4,000 points for the first time, while the Nikkei 225 fell...