Global Macro Analysis
The latest financial, market & economic analysis
US Q4 2025 outlook

Japan Q4 2025 Outlook

UK Q4 2025 Outlook

Technical Analysis Q4 2025 Outlook

Crypto Q4 2025 Outlook

Oil Q4 2025 Outlook

Gold Q4 2025 Outlook

The global gold rush: why are central banks turning to gold?
Central banks boost their gold reserves

Why UK inflation is diverging from the euro area
UK inflation surged to 3.8% in July 2025, more than double its level a year ago, while the euro area remains close to the ECB’s 2% target. Structural factors—from energy pricing to wage growth and tax policies—explain the widening gap.

Japan outlook Q3 2025
Japan enters Q3 2025 facing stubborn inflation and fragile growth, leaving the Bank of Japan in a holding pattern as it struggles to balance economic risks ahead of key political events.
