Investment
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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.
Macroeconomics
Brazil: Lula 3.0 – Good news for climate and biodiversity?
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- 24 April 2023 (5 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: US agrees debt ceiling deal; Eurozone inflation eases more than expected
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- 05 June 2023 (3 min read)
Weekly Market Update
Take Two: US rate hike path “less certain”; German economy enters recession
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- 30 May 2023 (3 min read)
Weekly Market Update
Take Two: Eurozone growth forecast revised up, Japan GDP beats expectations
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- 22 May 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing
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- 24 May 2023 (7 min read)
Monthly Market Update
April Op-Ed - Patchy disinflation will trigger policy divergence
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- 26 April 2023 (5 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Macro outlook – The clouds around the inflation peak
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- 01 December 2022 (7 min read)
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: Labour market slack emerging, but pay moderation needed for BoE pause
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- 16 May 2023 (3 min read)