Macro

Find the latest macro analysis and insights

The Weekly Brief
  • 23 hours 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...

Criminal Probe of the Fed
  • 23 hours ago

Timely insights from inside Washington.

Where the Rubber Meets Return: The ESG Factors That Matter
  • 23 hours ago

The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to—or detract from—securit...

Take Two: Stocks enjoy strong start to 2026; Eurozone inflation returns to target
  • 23 hours ago

What do you need to know?Global stocks enjoyed a strong start to 2026 with several markets already reaching new highs. The Dow Jones Industrial…

Investment Outlook 4th Quarter 2025
  • 23 hours ago

Economic activity in the United States ended 2025 demonstrating resilience amid a historic 43-day government shutdown, persistent yet easing inflation...Read More

The UK fiscal position: An international comparison
  • 23 hours ago

An international comparison of the UK.

Muzinich Weekly Market Comment: No Volatility
  • 23 hours ago

We have started 2026 on positive footing. In many respects, the new year appears to be a continuation of how 2025 ended. Government bond yields have remained in a tight range; indeed, the MOVE inde...

US labor soft, no acute stress
  • 23 hours ago

US and Canada labor markets show persistent slack, while Australia’s inflation eases. Eyes turn to next week’s US inflation and EU industrial production data.

UBP Weekly View - Equities markets optimism despite geopolitics
  • 23 hours ago

Despite geopolitical tensions, investors embraced equities, with broader sector participation signalling hopes that corporate earnings growth will stretch beyond technology this year. The US dollar...