Macro

Find the latest macro analysis and insights

Chinese exports’ tax rebate cuts: a precursor to another US-China trade war in 2025?
  • 13 hours ago

China will slash its clean oil product export tax rebates from 13% to 9% starting December 1, which will likely dampen outflows from Asia's third-largest oil product exporter. While this move may b...

UK Real Estate Market Outlook 2025: The Road to Recovery
  • 13 hours ago

As we near the end of the 2024, it is time to reflect looking back at the year that was, and what 2025 might bring.Despite the sometimes-bumpy journey, the economy performed better than expected th...

2025 MIDYEAR OUTLOOKS
  • 1 day ago

As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.

Beyond bonds: Finding diversification in an era of higher rates volatility
  • 1 day ago

Bond markets are jumpy once again following recent political developments. Rising deficits and renewed inflation risk mean bond market volatility, and with it the search for alternative sources of...

Beyond bonds: Finding diversification in an era of higher rates volatility
  • 1 day ago

Bond markets are jumpy once again following recent political developments. Rising deficits and renewed inflation risk mean bond market volatility, and with it the search for alternative sources of...

Fixed income: New challenges for the easing cycle
  • 1 day ago

2025 Outlook

Jordan: Increase in maternity leave proposed as part of labor reforms
  • 1 day ago

Proposed labor reforms in Jordan aim to encourage more women to join the workforce and increase the flexibility of the labor market.

Shocks and Reversals
  • 1 day ago

Recent shocks in global macro policy and politics have caused big moves and reversals in equity markets. We examine two episodes and their implications.

What does Trump’s election win mean for the global economy?
  • 1 day ago

President-elect Trump’s victory marks a watershed moment for the global economy and geopolitical landscape. ICG's Nick Brooks explains why and assesses the economic policy impact for Europe and China.