Macro

Find the latest macro analysis and insights

Japan’s Corporate Governance Code revisions
  • 22 hours ago

Insights into Japan’s ESG market, covering governance reform, FTSE JPX Blossom index evolution and Q1 2026 performance context, including SGX Futures.

The Fed’s hawkish hold, risk tolerance and carry trades
  • 22 hours ago

The Fed’s hawkish hold reinforced higher-for-longer expectations, lifting yields and the dollar. While easing geopolitical tensions support near-term risk sentiment, persistent inflation risks and...

Invitation | 2026 Amundi's Mid-Year Outlook: Power of endura...
  • 22 hours ago

Join this Mid-Year Outlook 2026 to assess geopolitical risk, the new Fed Chair, Europe’s security agenda and AI opportunities, and refine portfolios for...

June FOMC recap—It’s task force time
  • 22 hours ago

With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.

Warsh’s debut eases independence concerns, but weakens the ‘Fed put’
  • 22 hours ago

Wednesday’s Federal Reserve (Fed) press conference was one of the most eagerly awaited in a very long time. Kevin Warsh’s debut as chair, after three weeks in post, was not an easy one.

Warsh Takes the Helm: The Start of a New Chapter for the Fed
  • 22 hours ago

CI GAM Economist Neil Shankar analyzes the June 17 Federal Reserve update, highlighting a new policy era under Chair Kevin Warsh, evolving guidance, and implications for interest rates and the broa...

Build to Rent after the UK Renters’ Rights Act
  • 22 hours ago

Why margins, not rents, will decide outcomes.

What in the World⁈
  • 17 Jun 2026

Weekly takes on macro stories and market trends shaping the investment world

Major US equity indexes IPO treatments
  • 17 Jun 2026

This piece compares IPO treatment across five major US equity indexes, including fast entry exceptions to standard rules.