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Global Macro Analysis
The latest financial, market & economic analysis
Japan inflation risks rise as war and policy collide
A year after "Liberation Day", global trade looks bruised - not broken
Oil market between options market and supply concerns
Fed faces a new test as war and oil reshape the rates expectations
Could geopolitical tensions in the Middle East delay the path of rate cuts?
ECB rate hike bets move closer as inflation risks are rising again
Weak trade balance reinforces rate hold in New Zealand
2025 was messy — the U.S. economy still grew
UK economy edges toward easier policy
United Kingdom Between inflation and Unemployment
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