Macro

Find the latest macro analysis and insights

From the US Market Desk: Now...We Wait...
  • 21 hours ago

Get ready each week with high-conviction insights that go beyond media headlines.

The week in markets: Nvidia in the spotlight
  • 28 Aug 2026

Markets navigated shifting geopolitical tensions, resilient economic data and blockbuster Nvidia earnings, with the AI theme finishing the week back in the driving seat.

Asset Management Market Flash: Riding High, but walking on the Tightrope
  • 28 Aug 2026

• The lull in tensions over Iranian oil driven by Strait of Hormuz negotiations is overshadowed by the resumption of the trade war waged by Washington against Canada and China.• Economic activity i...

Quick View: Warsh delivers clarity, not guidance, in Jackson Hole
  • 28 Aug 2026

In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.

Warsh Strikes Hawkish Tone in Jackson Hole Debut
  • 28 Aug 2026

A review of the week’s top global economic and capital markets news.

Chairman Warsh’s Jackson Hole Speech Emphasizes Price Stability
  • 28 Aug 2026

The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.

Global Markets Weekly Update
  • 28 Aug 2026

U.S. consumer sentiment weakens as PCE inflation remains above Fed target

UK and EU sustainability regulations: Could a narrow focus be missing the bigger picture?
  • 27 Aug 2026

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

Quick View: ‘We see it differently’ – NVIDIA’s response to concerns on growth and valuation
  • 27 Aug 2026

In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.