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 · 03 Nov 2025
Weekly house view | Waiting for the Supreme Court
Macroeconomics · 27 Oct 2025
Weekly house view | Chickening out?
Macroeconomics · 21 Oct 2025
Monthly house view | October 2025
Macroeconomics · 20 Oct 2025
Weekly house view | Cockroaches in the market
Macroeconomics · 16 Oct 2025
The great digital decoupling
Macroeconomics · 09 Oct 2025
US fiscal situation: hardly sustainable
Macroeconomics · 16 Sep 2025
Monthly house view | September 2025
Macroeconomics · 15 Sep 2025
Weekly house view | Fed: time to cut
Macroeconomics · 09 Sep 2025
Horizon 2025 - Turning inward
Macroeconomics · 09 Sep 2025
Horizon 2025 - Turning inward
Macroeconomics · 28 Jul 2025
Weekly house view | We have a deal
Macroeconomics · 21 Jul 2025
Weekly house view | Defiant in the defeat
Macroeconomics · 17 Jul 2025
Embracing endowment-style investing
Macroeconomics · 14 Jul 2025
Weekly house view | To taco or not to taco?
Macroeconomics · 08 Jul 2025
Weekly house view | You’ve got mail
Macroeconomics · 08 Jul 2025
Monthly house view | July 2025
Macroeconomics · 30 Jun 2025
Weekly house view | Peace in the Middle East, war at the Fed
Macroeconomics · 27 Jun 2025
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
Macroeconomics · 23 Jun 2025
Weekly house view | US hits Iran’s nuclear facilities
Macroeconomics · 01 Jun 2025
Weekly house view | Points to ponder for the Fed
Macroeconomics · 01 Jun 2025
Private assets – the opportunity to uncover gems in an uncertain world
Macroeconomics · 01 Jun 2025
Later and Fewer
Macroeconomics · 01 Jun 2025
Gold rush
Macroeconomics · 01 Jun 2025
Barometer: Tech's profit growth should continue to propel stocks
Macroeconomics · 01 Jun 2025
Barometer: A spring in the market's step
Macroeconomics · 01 Jun 2025
Barometer: Markets getting carried away
Macroeconomics · 01 Jun 2025
Barometer: A tactical opportunity emerges in equities
Macroeconomics · 22 May 2025
Tilting away from the US
Macroeconomics · 22 May 2025
BRICS+, US isolationism and the implications for the dollar
Macroeconomics · 22 May 2025
The rise of BRICS+ and what it means for emerging market stocks
Macroeconomics · 19 May 2025
Weekly house view | US loses its AAA status
Macroeconomics · 14 May 2025
A new world order
Macroeconomics · 17 Mar 2025
Weekly house view | Stagflation fears
Macroeconomics · 05 Mar 2025
Monthly house view | March 2025
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ Euro area
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ Switzerland
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ US
Macroeconomics · 10 Jan 2025
Outlook 2025 ‒ China
Macroeconomics · 03 Dec 2024
Monthly house view | Outlook 2025
Macroeconomics · 28 Nov 2024
Oil market in 2025
Macroeconomics · 06 Nov 2024
Trump wins US election, claims “powerful mandate”
Macroeconomics · 28 Oct 2024
Future-proofing the grid: an electrifying endeavour
Macroeconomics · 24 Oct 2024
An economy in transition
Macroeconomics · 21 Oct 2024
Conflicts, elections, corrections: navigating the noise in financial markets
Macroeconomics · 19 Aug 2024
Gearing up for change
Macroeconomics · 19 Aug 2024
The economic costs of a shifting geopolitical landscape
Macroeconomics · 19 Aug 2024
A ‘new normal’ for large economies
Macroeconomics · 08 Aug 2024
How efficient is monetary policy transmission in the UK?
Macroeconomics · 08 Aug 2024
Global Equities - Taking stock after the shock
Macroeconomics · 07 Aug 2024
Monthly house view | August 2024
Macroeconomics · 05 Aug 2024
Weekly house view | The Good, the Bad and the Ugly
Macroeconomics · 05 Aug 2024
Macro update: growth scare vs. recession risks
Macroeconomics · 29 Jul 2024
Weekly house view | “R” for rotation
Macroeconomics · 22 Jul 2024
Weekly house view | Out of the race
Macroeconomics · 18 Jul 2024
What if US imposes a 60% tariff on Chinese imports?
Macroeconomics · 18 Jul 2024
The BOJ’s path to normalising monetary policy
Macroeconomics · 17 Jul 2024
Precious Metals: Gold
Macroeconomics · 15 Jul 2024
The impact of US elections on asset classes
Macroeconomics · 15 Jul 2024
Weekly house view | US rate cut in sight
Macroeconomics · 15 Jul 2024
2024 US Election | High-stake agendas
Macroeconomics · 10 Jul 2024
Switzerland Update
Macroeconomics · 09 Jul 2024
Monthly house view | July 2024
Macroeconomics · 09 Jul 2024
France: Q&A on the way forward
Macroeconomics · 08 Jul 2024
Weekly house view | Fragile France
Macroeconomics · 02 Jul 2024
Barometer: Scaling back IT but still positive on stocks
Macroeconomics · 01 Jul 2024
UK elections: “securonomics” vs. “bold action ”
Macroeconomics · 01 Jul 2024
Weekly house view | Down but not out
Macroeconomics · 01 Jul 2024
France: political uncertainty and fiscal risks
Macroeconomics · 25 Jun 2024
Secular outlook 2024
Macroeconomics · 24 Jun 2024
Weekly house view | US presidency debate: first round
Macroeconomics · 19 Jun 2024
Data centres: embracing the impact of AI
Macroeconomics · 17 Jun 2024
Weekly house view | Macron’s gamble
Macroeconomics · 11 Jun 2024
European real estate: from headwinds to tailwind
Macroeconomics · 10 Jun 2024
Weekly house view | Europe turns right
Macroeconomics · 10 Jun 2024
France: high-stakes election
Macroeconomics · 05 Jun 2024
Monthly house view | June 2024
Macroeconomics · 05 Jun 2024
Spread widening in credit could raise cash’s appeal
Macroeconomics · 05 Jun 2024
A shift in the pace, not in the path
Macroeconomics · 04 Jun 2024
Barometer: Staying overweight equities as world economy avoids slowdown
Macroeconomics · 04 Jun 2024
Biodiversity bonds: the new frontier in fixed income markets
Macroeconomics · 03 Jun 2024
No more excuses — central bankers need to get back ahead of the curve
Macroeconomics · 03 Jun 2024
Weekly house view | Back to T+1 (after a century!)
Macroeconomics · 29 May 2024
US rate cuts delayed, not derailed
Macroeconomics · 27 May 2024
Weekly house view | UK elections on 4 July
Macroeconomics · 23 May 2024
Euro area wages: the final check
Macroeconomics · 21 May 2024
Weekly house view | Roaring Kitty is back
Macroeconomics · 17 May 2024
Barometer: Stars align for European equities
Macroeconomics · 13 May 2024
Weekly house view | Europe makes its move
Macroeconomics · 06 May 2024
Monthly house view | May 2024
Macroeconomics · 06 May 2024
Weekly house view | Delayed but not derailed
Macroeconomics · 30 Apr 2024
Weekly house view | M&A pick up
Macroeconomics · 29 Apr 2024
Global Mobility and Switzerland: A Wealth Planning Perspective
Macroeconomics · 26 Apr 2024
UK: paving the way for BoE easing
Macroeconomics · 25 Apr 2024
The taxman cometh
Macroeconomics · 24 Apr 2024
The fiscal equation gets tougher for France
Macroeconomics · 24 Apr 2024
Direct private investments: unlocking potential in Europe
Macroeconomics · 24 Apr 2024
The case for private debt in a widening funding gap
Macroeconomics · 23 Apr 2024
Weekly house view | The pivot from the pivot
Macroeconomics · 15 Apr 2024
Weekly house view | Ironclad at work
Macroeconomics · 15 Apr 2024
Are the good times over for the Yale endowment model?

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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