Global Macro Analysis

Economic outlook for the US - Q2 2024

How global elections will affect investment opportunities

Is the US inflation genie at risk of escaping its bottle again?

Economic outlook for the UK - Q1 2024

The economic outlook for the UK looks challenging, with growth set to remain constrained by high interest rates and the on-going squeeze from a still tightening fiscal policy.

Australia's Q4 outlook 2023

The RBA may ease policy and possibly cut rates in 2024 to counter the impact of previous monetary tightening on domestic consumption.

Bank of Japan to keep negative interest rates

Navigating inflation nuances and economic signals for Q4 in Japan

H2 2023 outlook for the United Kingdom

H2 2023 outlook for the United States

Preliminary University of Michigan numbers leave weakening case for further monetary tightening in play

On balance, the figures play into the hands of the ‘doves’ on the FOMC

Defaulting on debt: How can it affect the economy of a stable country?

A failure to honour debt obligations would have serious consequences on a country’s economy and could cause a ripple effect across global financial markets