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Global Macro Analysis
The latest financial, market & economic analysis
Fed signals leave the equity bounce fragile as inflation persists and AI optimism fades
U.S. stocks whipped from dump to pump in November on shifting rate-cut odds, but with inflation sticky and AI euphoria showing cracks, the rally is running on fumes. Unless growth, margins, and policy all line up, multiples face gravity.
1 Dec 2025, 09:12
China Q4 2025 Outlook
8 Oct 2025, 12:37
EU Q4 2025 Outlook
8 Oct 2025, 12:29
US Q4 2025 outlook
8 Oct 2025, 12:23
Japan Q4 2025 Outlook
8 Oct 2025, 12:08
UK Q4 2025 Outlook
8 Oct 2025, 12:00
Technical Analysis Q4 2025 Outlook
8 Oct 2025, 11:48
Oil Q4 2025 Outlook
8 Oct 2025, 11:31
Gold Q4 2025 Outlook
8 Oct 2025, 11:19
The global gold rush: why are central banks turning to gold?
Central banks boost their gold reserves
6 Oct 2025, 10:53