Latest insights on macroeconomics

Macroeconomic insights

Macroeconomic trends shape the foundations of financial markets. From growth cycles and inflation to fiscal and monetary policy, these forces influence investment performance and long-term strategy.

Understanding macroeconomics

Our experts provide in-depth perspectives on the key drivers of the global economy, analysing shifts in interest rates, trade balances and capital flows to help investors navigate an evolving landscape with clarity and foresight.

Macroeconomics · 27 Jul 2026
Weekly house view | AI capex mistrust
Macroeconomics · 20 Jul 2026
Weekly house view | Chip dip
Macroeconomics · 16 Jul 2026
Will China rule Artificial Intelligence like it does Electric Vehicles?
Macroeconomics · 13 Jul 2026
Weekly house view | Hormuz, open or closed?
Macroeconomics · 07 Jul 2026
A new world (dis)order
Macroeconomics · 06 Jul 2026
Weekly house view | German reform package agreed
Macroeconomics · 06 Jul 2026
Monthly house view | July 2026
Macroeconomics · 29 Jun 2026
Weekly house view | Happy 250th Anniversary
Macroeconomics · 22 Jun 2026
Weekly house view | Regime change at the Fed
Macroeconomics · 15 Jun 2026
Weekly house view | A deal… to sign a deal
Macroeconomics · 08 Jun 2026
Weekly house view | Jobs surprise spooks markets
Macroeconomics · 08 Jun 2026
Monthly house view | June 2026
Macroeconomics · 02 Jun 2026
Barometer: In earnings we trust
Macroeconomics · 01 Jun 2026
Weekly house view | Waiting for a deal
Macroeconomics · 26 May 2026
Weekly house view | SpaceX-traterrestrial ambitions
Macroeconomics · 18 May 2026
Weekly house view | A Warsh welcome!
Macroeconomics · 11 May 2026
Weekly house view | Trump-Xi to meet again
Macroeconomics · 04 May 2026
Monthly house view | May 2026
Macroeconomics · 04 May 2026
Weekly house view | No war, no peace, no oil
Macroeconomics · 27 Apr 2026
Weekly house view | In limbo
Macroeconomics · 20 Apr 2026
Weekly house view | No deal yet
Macroeconomics · 08 Dec 2025
In focus: Sir Niall Ferguson – Cold War II

From macroeconomic data to market insights

Our insights focus on identifying the underlying forces behind global growth, inflation trends and policy responses, allowing for a clearer assessment of risks and opportunities across regions and sectors.

Actionable macroeconomic analysis

Reliable macroeconomic data underpin every informed investment decision. By analysing key indicators such as gross domestic product (GDP), inflation, employment trends and central bank policies, our analysts develop a coherent view of the global economy. These insights go beyond observation – they transform complex macroeconomic developments into actionable guidance. By assessing the impact of policy shifts, geopolitical tensions and demographic changes on asset prices and investor behaviour, we provide a forward-looking perspective designed to support resilient and responsible investment strategies.

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