Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 1 day ago

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...

LONGREAD: what’s ahead for Asian growth
  • 1 day ago

With the tariff situation much clearer and domestic demand in a dull state, a more...

Australian Superannuation Leaders Head to UK to Explore Long-Term Investment Opportunities
  • 1 day ago

A delegation of Australian superannuation fund leaders head to the UK later this month to explore investment opportunities which aim to boost the retirement savings of millions of working people an...

Take Two: Fed split on future rate path; stocks continue to rise
  • 1 day ago

What do you need to know?Federal Reserve (Fed) policymakers expressed “a range of views” about the likely future path of monetary policy, the minutes…

Size matters: Scoping the UK private markets opportunity for incoming DC capital
  • 1 day ago

Proposed government reforms mark a potential turning point for UK DC pensions, but is the drive to invest more in UK private markets matched by the potential opportunity set – and how should UK DC...

US government layoffs raise labor market risks
  • 1 day ago

Political uncertainty and labor market risks dominate this week, with US government layoffs, Canada’s high unemployment, and Japan’s coalition shakeup in focus.

UBP Weekly View - Earnings season kicks off
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Investors have been wary of circular AI investments, stretched equity valuations, the threat of the trade war escalating, and the ripple effects of a prolonged US government shutdown, which itself...

Weekly Perspectives: Déjà vu in France…How long will this government last?
  • 1 day ago

France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?

US-China tensions put a damper on stocks while gold rises
  • 1 day ago

Trump threatened new tariffs on China, Japan’s election hit a hurdle, and UK regulators made it easier for people to invest in cryptocurrency ETFs.