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The Weekly Brief

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 accelerating sharply in April. While a sizeable pick-up had been expected owing to higher energy bills, water bills, employer…

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All Macro insights.

Source Title Topics Published Actions
Franklin Templeton AOR Update: The Big Picture Beats Politics
Macrobond Financial What Markets Do After Elections
UBS The triumph of the optimists
World Gold Council Gold Demand Trends: Q3 2026
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Baillie Gifford Brazilian equities: beyond the ballot box
TrinityBridge First, do no harm
Harding Loevner Four takeaways from earnings season
Ninety One Multi-Asset Strategy Quarterly – October 2026
S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
UBS Asset Management US midterms put Congress in play
Hamilton Lane Weekly Research Briefing
Amova Asset Management BOJ’s hawkish hold: target reached, more rate hikes to come
BNP Paribas Asset Management Take Two: Central banks on hold
CCLA Market Barometer: November 2026
Macrobond Financial Week of November 2, 2026
Neuberger Berman CIO Weekly: Seeing the Rate Hikes Through the Holds
UBS Asset Management Defiant consumers?
Aegon Asset Management “Would you rather…?”
Allspring Global Investments Should Markets Fear U.S. Midterm Election Results?
Ameriprise Financial Can the next Congress really address Americans’ kitchen-table concerns?
Ashmore Group AI concerns drive further tech downside as US midterms loom
BNY Investments Le Déluge: On the brink of a French fiscal crisis?
CF Benchmarks Binance Hack Turns a Post-FOMC Drift Lower Into a Sharp Decline

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