Macro

Find the latest macro analysis and insights

Weekly market insights: Is the angst over AI spending and Fed inaction warranted?
  • 20 hours ago

Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?

Uncommon truths: Should we be worried about inflation?
  • 20 hours ago

Markets appear to have lost faith in the Fed’s desire to fight inflation. Globally, inflation remains above target but there is no clear trend. However, cyclical forces could push it higher over th...

Further Tightening Remains on the Table as BOJ Keeps Rates Unchanged
  • 20 hours ago

[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...

The Weekly Brief
  • 03 Aug 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...

Urban family housing: Unlocking the missing middle in UK rental markets
  • 03 Aug 2026

In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.

The human edge | Spellbound
  • 03 Aug 2026

Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.

Fed on hold, markets in action
  • 03 Aug 2026

The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...

Muzinich Weekly Market Comment: It could have been worse
  • 03 Aug 2026

July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...

Fed hawks still see tightening as pre-emptive
  • 03 Aug 2026

Fed dissents highlight a still pre-emptive tightening debate, while the BoE stays on hold and the BoJ’s coordinated FX intervention reinforces Q4 hike expectations.