Global Macro Analysis

The latest financial, market & economic analysis

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

EU economic outlook for Q4 2024

The ECB is expected to cut rates by 25 bps in December, emphasizing "strategic patience" amid inflation risks and weak economic growth. Future cuts will depend on economic conditions.

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

Bitcoin Q4 outlook

Can Bitcoin reach $100K in this bullish cycle?