Global Macro Analysis

The latest financial, market & economic analysis

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.

Gold outlook Q3 2025

Gold enters Q3 2025 with strong support from central bank demand, geopolitical tensions, and a cautious Federal Reserve, reinforcing its role as a safe-haven asset.

Oil outlook Q3 2025

Oil markets in Q3 2025 remain fragile, with OPEC+ managing supply cautiously while geopolitical risks and uneven demand growth add to volatility.

Europe outlook Q3 2025

The EU economy enters Q3 2025 with modest growth, supported by ECB easing, rising defence investment, and a resilient labour market despite global trade uncertainties.

Crypto outlook Q3 2025

The crypto market enters Q3 2025 with strong institutional inflows, regulatory clarity, and improving global liquidity, supporting Bitcoin’s uptrend and setting the stage for altcoin recovery.

UK outlook Q3 2025

The UK economy enters Q3 2025 at a turning point, with steady growth and IMF upgrades offset by inflation, high debt, and political pressure on fiscal and monetary policy.

China outlook Q3 2025

China’s economy heads into Q3 2025 under pressure from deflation risks, weak manufacturing, and a struggling property sector, with only cautious stimulus deployed to meet its 5% growth goal.