Macro

Find the latest macro analysis and insights

Asian bonds: Finding resilience amid ...
  • 26 Jun 2026

Stay focused on carry amid inflation and growth risks.

The week in markets: Tech is feeling the heat
  • 26 Jun 2026

Despite continued pressure on technology stocks, broader markets remained resilient, as easing inflation, steady growth and lower energy prices helped steady the picture.

UK politics: Continuity priced in, risks simmer
  • 26 Jun 2026

Markets show little reaction to Starmer’s exit, pricing continuity. Labor dynamics point to weaker policy mix and higher bond risk premium.

Market Flash: Markets face mixed signals
  • 26 Jun 2026

•    Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...

Earthquakes Compound Venezuela's Hardship
  • 26 Jun 2026

Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.

What US mega-cap IPOs mean for investors
  • 25 Jun 2026

Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

Engineering Liquidity: Secondaries in 2026
  • 25 Jun 2026

Adams Street Partner & Head of Secondary Investments Jeff Akers recently took part in PE Wire’s Engineering Liquidity: Secondaries in 2026 webinar to discuss how the secondaries market is evolving....

Bond Bulletin: Lower oil prices and central bank repricing
  • 25 Jun 2026

Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...

What a carry-on: starting yields as a valuation tool for sovereign bonds
  • 25 Jun 2026

Do starting yields predict US Treasury returns? Analysis using FTSE Russell indices shows how initial valuations relate to future performance.