Global Macro Analysis

The latest financial, market & economic analysis

The US debt ceiling impasse - a layman's guide

Is the US really prepared to default on its debt?

Has the BoE lost its inflation fighting credibility?

Has the BoE's failure to control inflation eroded its credibility as the UK’s monetary guardian?

H1 2023 outlook for the UK and EU

Equiti's outlook for the first half of the year

H1 2023 outlook for the United States

Equiti's outlook for the first half of the year

Is the Fed risking over-tightening monetary policy?

Requirement for labour market easing means loss of jobs and output