Global Macro Analysis
The latest financial, market & economic analysis
Europe outlook Q1 2025
Eurozone’s slow road to economic stability
Japan outlook Q1 2025
Japan battles weak demand and domestic challenges
Oil outlook Q1 2025
Geopolitics and supply dynamics shape oil prices in Q1
UK outlook Q1 2025
UK recovery: Dream or reality?
Gold outlook Q1 2025
Gold faces a mixed path in 2025
Bitcoin outlook Q1 2025
Bitcoin’s uptrend set to continue in 2025
US outlook Q1 2025
The Federal Reserve’s cautious expected rate cuts, rising inflation risks, and Trump’s trade policies shape a complex economic outlook for 2025.
UK bond market turmoil tests Rachel Reeves’ economic agenda
UK Chancellor Rachel Reeves faces mounting economic pressures as surging bond yields, a weakening pound, and limited fiscal flexibility test her government’s ability to balance growth, stability, and fiscal discipline.
Q4 UK Economic Outlook
BoE remains cautious but GBP strengthens
Japan’s economic outlook for Q4 2024
The BOJ may hike rates in Q4, but political changes could push it to December