
Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Brazil: Lula 3.0 – Good news for climate and biodiversity?
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- 24 April 2023 (5 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take Two: Inflation eases in US and China, UK hikes rates again
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- 15 May 2023 (3 min read)
Take Two: Fed and ECB hike rates; IMF raises growth forecasts for Asia and Pacific
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- 08 May 2023 (5 min read)
Take Two: US economic growth slows, Bank of Japan announces policy review
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- 02 May 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
April Op-Ed - Patchy disinflation will trigger policy divergence
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- 26 April 2023 (5 min read)
April Global Macro Monthly - Central banks gauge lagged effects
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- 26 April 2023 (7 min read)
March Op-Ed - Accelerated monetary tightening pass-through
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- 29 March 2023 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Investment Outlook – Positive but tempered return expectations
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- 01 December 2022 (7 min read)