Investment
Institute
Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Macroeconomic Research
Eurozone public debt sustainability: Make hay while the sun shines
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- 31 July 2023 (5 min read)
Macroeconomics
Brazil: Lula 3.0 – Good news for climate and biodiversity?
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- 24 April 2023 (5 min read)
Macroeconomics
Bank of Japan policy update: A question of when, not if
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- 11 April 2023 (7 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: Fed keeps interest rates on hold; global GDP growth expected to slow
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- 25 September 2023 (3 min read)
Weekly Market Update
Take Two: ECB raises interest rates to record high; US inflation rises more than expected
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- 18 September 2023 (3 min read)
Weekly Market Update
Take Two: Eurozone and Japan Q2 GDP revised down; Bank of Canada holds rates steady
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- 11 September 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
September Global Macro Monthly - Where we are in the cycle – and the supercycle
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- 27 September 2023 (10 min read)
Monthly Market Update
July Global Macro Monthly - Ahead after the first half…
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- 26 July 2023 (7 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Investment Outlook – Positive but tempered return expectations
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- 01 December 2022 (7 min read)
Market Alerts
The latest issues driving global markets.
Market Alerts
UK Reaction: Small rebound in April GDP following March drop, momentum remains weak
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- 14 June 2023 (3 min read)
Market Alerts
UK Reaction: Strong jobs growth and wages to see BoE hike in August
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- 13 June 2023 (5 min read)