Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 08 Jun 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...

PERE: Discipline replaces tailwinds in Japan’s real estate market
  • 08 Jun 2026

In a keynote interview in the PERE Japan Report, Steve Hyung Kim, LaSalle’s Head of and Chief Investment Officer for Asia Pacific, discusses how we are increasingly looking at Japan differently tha...

Japan – the renaissance continues
  • 08 Jun 2026

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.

Muzinich Weekly Market Comment: Don't forget the economic data
  • 08 Jun 2026

Strong economic data continues to challenge expectations of a slowdown, with activity indicators, labour markets and inflation all proving more resilient than anticipated. As geopolitical risks beg...

US labor strength delays Fed rate cuts
  • 08 Jun 2026

Strong US labor data delays Fed cuts, Canada job strength supports BoC hold, ECB set to hike despite weak growth and mixed global economic signals.

Payroll call
  • 08 Jun 2026

Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains central to the outlook for US monetary policy, es...

Market Perspectives: Goldilocks no more?
  • 08 Jun 2026

After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.

UBP House View - June 2026
  • 08 Jun 2026

In May, we anticipated fragmentation of global growth against a backdrop of persistently elevated interest rates and energy prices. That scenario has since materialised with a level of precision th...

UBP Weekly View - When earnings meet macro headwinds
  • 08 Jun 2026

A stronger-than-expected US jobs report shattered nine weeks of equity gains, triggering a violent rotation out of semiconductors and forcing markets to reprice the Federal Reserve’s (Fed) policy p...