Global Macro Analysis

Bitcoin outlook Q1 2025

Bitcoin’s uptrend set to continue in 2025

Q4 UK Economic Outlook

BoE remains cautious but GBP strengthens

The US Q4 outlook

New era of stimulative policies in the US

Q4 Commodities outlook: shaped by policies, supply, geopolitics, and weather

Gold, oil, and agricultural staples like cotton, coffee, and cocoa experience price swings due to central bank policies, supply imbalances, and severe weather, with more volatility expected in Q4

How could the UK general election impact the markets?

The upcoming July 4 elections in the UK, which could end a 14-year Conservative rule, are expected to influence the markets

Has this month's FOMC meeting seen the Fed make a mistake with monetary policy?

This month's FOMC meeting saw the Fed reduce the number of interest rate cuts expected this year from three to just one. We believe this to be a mistake and that additional cuts will be needed before year-end if the Fed is to move ahead of the policy curve.

Economic outlook for Emerging Markets - Q2 2024

How global elections will affect investment opportunities

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

Are stocks back in the bull market?

Stock market performance since the beginning of the 2023